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 Director, Investment StrategistJul 11 - PresentTiaaConsultant, Individual Client ServicesJun 05- Jul 11Merrill LynchFinancial AdvisorAug 03- Jun 05
Bob CohenVice President Of Business DevelopmentView Profile, bob cohenDavid SheltonSenior Vice President StrategyView Profile, david sheltonBerthold KrebsExecutive ConsultantView Profile, berthold krebs