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
CaptrustVice President - Financial AdvisorJan 21 - PresentMoss AdamsSenior Financial Advisor, Wealth ManagementJan 14- Jun 18
Tim KoltermannChief Investment Officer PartnerView Profile, tim koltermannReed AndersonChief Financial Officer CFO COOView Profile, reed andersonDeborah SavageVP Investment Risk ControlView Profile, deborah savage