Account Type****** ***Account Owner******** ******Account Opps/Deals******* *****Closed Won • Jan 25**K $Closed
******* ********Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Clearcap Strategic Advisors LlcInvestment Banking AssociateJul 22 - PresentBenchmark InternationalInvestment Banking InternAug 21- Dec 21Northwestern MutualFinancial Planning InternJun 21- Jul 21
Brian FitzgeraldVice President Financial Crimes ManagerView Profile, Brian FitzgeraldJared McdanielWealth AdvisorView Profile, Jared McdanielFrederick PiulsonControllerView Profile, Frederick Piulson