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
CaptrustWealth Client Management Consultant Sep 22 - PresentTruistCommercial Client SpecialistApr 18- Aug 22Bb TBranch Banker IIJan 16- Apr 18
Joe ReillyBusiness Development ManagerView Profile, joe reillyJames ZenskyDirector Of Business GrowthView Profile, james zenskyConnor TurnerAccount Development ExecutiveView Profile, connor turner