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 Manager, Wealth Client ServicesJan 17- Nov 17Wells FargoVice President Relationship ManagerNov 06- Jun 13
Erica GutierrezDirector Of Customer ExperienceView Profile, erica gutierrezDaniela RomeroCustomer Success ManagerView Profile, daniela romeroBrittany A McdonaldDirector Of Customer SuccessView Profile, brittany a. mcdonald