Account Type****** ****Account Owner******** *****Account Opps/Deals******* ********Closed Won • Dec 24****K $Closed
******* ****Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
CaptrustSenior Manager | Wealth PlanningFeb 18 - PresentKaplan SchweserAcademic Facilitator and ModeratorJul 22 - PresentHorace MannFinancial PlannerAug 17- Jan 18
Kelly BalesControllerView Profile, kelly balesTresor ZhangInvestment ManagerView Profile, tresor zhangEdward SmithFinance AnalystView Profile, edward smith