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
CaptrustPrincipal | Financial AdvisorJan 19 - PresentCharles SchwabSenior Financial Consultant at Charles Schwab & Co., Inc.Mar 90- Sep 14
Courtney GrantHead Of FinanceView Profile, courtney grantCarter HartmannPrivate Equity AnalystView Profile, carter hartmannJud DohertyIndependent Branch Leader And Financial ConsultantView Profile, jud doherty