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
CaptrustPrincipal | Financial AdvisorJan 21 - PresentCharles SchwabFinancial ConsultantMar 05- Oct 09Charles SchwabFinancial ConsultantAug 94- Aug 01
Erika LawsonInsurance Specialist IIIView Profile, erika lawsonNancy MasselisWorking Capital Solutions ExpertView Profile, nancy masselisMark Christian Dela CruzFull Management AccountantView Profile, mark christian dela cruz