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
CaptrustSenior Client Management ConsultantJan 16 - PresentNorthwestern MutualDirector of Financial Security SupportMay 13- Dec 15Wells Fargo AdvisorsMarket Operations LiaisonMar 00- May 13
Alizah RotmanHead Of Sales OnboardingView Profile, alizah rotmanGreg M StiversChief Revenue OfficerView Profile, greg m stiversCourtney LehnAccount Director HealthcareView Profile, courtney lehn