Account Type******** *******Account Owner**** ******Account Opps/Deals****** *******Closed Won • Nov 24**K $Closed
******** ****Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
CaptrustClient Management ConsultantNov 18 - PresentFidelity InvestmentsLicensed Financial Representative - Retirement Plans, Non-Qualified Plans, PensionsJun 06- Nov 18
Sam TalbotBusiness Development RepresentativeView Profile, sam talbotBrian WhalenRealtor Sales AssociateView Profile, brian whalenMadeline MerrittSenior Account ExecutiveView Profile, madeline merritt