Account Type*** ********Account Owner**** *******Account Opps/Deals******** *****Closed Won • Oct 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
David AverettBusiness InvestorView Profile, david averettAdrian GreenPartner And ActuaryView Profile, adrian greenMichael D ChristmanTrust AccountantView Profile, michael d. christman