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 ConsultantMay 19 - PresentEquity Trust CompanySenior Qualified Plans AssociateMar 15- Nov 17Raymond James Associates IncClient Service Representative/Sales AssistantJan 06- Jan 09
Sean AdamsVP Of RevenueView Profile, sean adamsAnna OsbornChief Revenue OfficerView Profile, anna osbornAleem IqbalStrategic Sales Manager Agencies ConsultanciesView Profile, aleem iqbal