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
CaptrustVice President, Financial AdvisorJan 21 - PresentCintasManagement Trainee/Plant Supervisor/Direct Sales CoordinatorJun 02- Jun 04
Jon CharetteManaging Director Co Head Of Capital MarketsView Profile, jon charetteBenedikt WeiserNational Head Of Financial MarketsView Profile, benedikt weiserFrances JosephVice President Private Wealth AdvisorView Profile, frances joseph