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
CaptrustFinancial AdvisorAug 15 - PresentMFP StrategiesManager, Private Client Wealth ServicesMar 14- Aug 15Bny PershingAudit and Risk SpecialistSep 09- Feb 14
Elysa VillarrealSenior Manager Sales Tax ComplianceView Profile, elysa villarrealGail MckendrickRevenue Accountant Billing CollectionsView Profile, gail mckendrickHiromi UchidaPortfolio ManagerView Profile, hiromi uchida