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
CaptrustVice President | Financial AdvisorOct 17 - PresentLegacy AdvisorsClient AdvisorFeb 14- Sep 17Lincoln FinancialInternal Marketing ConsultantOct 05- May 08
Brian RaynorSenior Vice President Credit AdvisorView Profile, brian raynorMike MccloskeyChief Financial OfficerView Profile, mike mccloskeyBill TomashewskiSenior Vice President Director Of Investor RelationsView Profile, bill tomashewski