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
CaptrustPortfolio Implementation Associate IIFeb 22 - PresentCetera Investment Services LlcFinancial Advisor InternJun 20- Aug 20
Matt GroetelaarsGTMView Profile, matt groetelaarsHeather DollardAcademic Administrative AssistantView Profile, heather dollardIlia ShartavaSolution EngineerView Profile, ilia shartava