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 ManagerDec 21 - PresentFidelity InvestmentsClient ManagerSep 91- Feb 10Foresters Financial ServicesRegistered RepresentativeMar 89- Aug 91
Chris SpoffordPartnerView Profile, chris spoffordCameron HallerRoofing ContractorView Profile, cameron hallerJennifer Jordan SwettManager Of Content IntegrationView Profile, jennifer jordan swett