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
CaptrustSenior Team LeadJun 22 - PresentUnited Capital Financial Advisors LlcSenior Relationship ManagerMay 11- Jul 19
Jinyu XuCloud Solution ArchitectView Profile, jinyu xuVanessa FioreSenior Principal ConsultantView Profile, vanessa fioreEric FriddellPrincipalView Profile, eric friddell