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