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
CaptrustSenior Team LeadJun 22 - PresentUnited Capital Financial Advisors LlcSenior Relationship ManagerMay 11- Jul 19
Jay GoffRegistered NurseView Profile, jay goffSarah OsborneSenior AssociateView Profile, sarah osborneAlejandra GalindoSr Program Support ManagerView Profile, alejandra galindo