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
CaptrustWealth Client Management Consultant Sep 22 - PresentTruistCommercial Client SpecialistApr 18- Aug 22Bb TBranch Banker IIJan 16- Apr 18
Scott EllisonFinance DirectorView Profile, scott ellisonEric HeningerDirector Of Finance Asset MgtView Profile, eric heningerTanner ClarkFinancial Analyst InternView Profile, tanner clark