Account Type****** ******Account Owner******* ********Account Opps/Deals****** *******Closed Won • Feb 25***K $Closed
******* ****Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Advisors Capital ManagementInvestor Relations - Private Client ServicesSep 18 - PresentAmerican Heart AssociationMember of Gala Committee, Go Red Luncheon VolunteerJun 17- Sep 18American Cancer SocietyGala Volunteer, VIP Donor RelationsJan 17- Dec 17
Krissa WebbAssociateView Profile, Krissa WebbEvan KopfFP A ManagerView Profile, Evan KopfAndre DiasAccounting ManagerView Profile, Andre Dias