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
CaptrustFinancial AdvisorJun 07 - PresentPrincipal Financial GroupSales and Implementation AssociateOct 03- Jun 05
Vanessa AvilaFinancial AnalystView Profile, vanessa avilaTahfiz HaqueFP A ConsultantView Profile, tahfiz haquePhillip ZacharyAssociateView Profile, phillip zachary