Account Type****** *******Account Owner**** *****Account Opps/Deals****** ******Closed Won • Oct 24****K $Closed
**** *****Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
CaptrustFinancial AdvisorJul 21 - PresentFive Star Bank CaliforniaAppraisal CoordinatorNov 20- Jul 21
Hannah DothardFinance Operations CoordinatorView Profile, hannah dothardRoberto AragonSenior AccountantView Profile, roberto aragonJosh ChampionReal Estate InvestorView Profile, josh champion