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 Specialist | Financial PlanningDec 22 - PresentAxa Advisors LlcClient ServicesJan 08- Jan 10U S Bancorp Investments IncInsurance Specialist/Client ServicesApr 04- Aug 07
Trish BallasSenior Associate FinanceView Profile, trish ballasBrijesh Bharatiya FccaHead Of FinanceView Profile, brijesh bharatiya fccaSoma BFinance SpecialistView Profile, soma b.