Account Type**** ****Account Owner*** ********Account Opps/Deals**** ***Closed Won • Dec 24**K $Closed
******* ****Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
CaptrustPrincipal | Financial AdvisorOct 19 - PresentBoston AdvisorsSenior Vice President, Portfolio ManagerJul 99- Sep 19Brown Brothers HarrimanAssistant ManagerJan 86- Jan 99
Chad WagnerManager FinanceView Profile, chad wagnerBlake OwensControllerView Profile, blake owensGal HorowitzDirector Of FinanceView Profile, gal horowitz