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
CaptrustSr. Client Management ConsultantAug 16 - PresentFidelity InvestmentsClient Relationship ManagerJan 09- Jan 09Principal Financial GroupAccount ExecutiveAug 89- Dec 02
Barak BukshpanDirector Of Business DevelopmentView Profile, barak bukshpanNick AdamsVP Of RevenueView Profile, nick adamsMichael VeddaChief Revenue OfficerView Profile, michael vedda