Account Type**** *******Account Owner******* ***Account Opps/Deals****** ***Closed Won • Mar 25****K $Closed
****** *******Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Performance Trust Capital PartnersDirectorAug 19 - PresentHightower AdvisorsExecutive DirectorFeb 17- Aug 19Performance Trust Capital PartnersSenior AssociateNov 11- Feb 17