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 Manager, Wealth Client ServicesJan 17- Nov 17Wells FargoVice President Relationship ManagerNov 06- Jun 13
Erika GregoryClient Services ManagerView Profile, erika gregoryMendie MeeganTeam LeadView Profile, mendie meeganSydney SchnitzerManager Client Experience And ImpactView Profile, sydney schnitzer