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
CaptrustManager, Wealth PlanningDec 21 - PresentPncPrivate Client Group Relationship ManagerAug 09- Jun 13
Nehal DamniwalaVice President Credit UnderwriterView Profile, nehal damniwalaAvi AharonSenior Tax ManagerView Profile, avi aharonTara CoyneSenior Finance Manager RevenueView Profile, tara coyne