Account Type****** *******Account Owner***** ***Account Opps/Deals****** ****Closed Won • Oct 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
Chris Y MirVP Of FinanceView Profile, chris y. mirOwen KorcuskaDirector Of AccountingView Profile, owen korcuskaMark BrownCFOView Profile, mark brown