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
CaptrustVice President | Financial AdvisorOct 17 - PresentLegacy AdvisorsClient AdvisorFeb 14- Sep 17Lincoln FinancialInternal Marketing ConsultantOct 05- May 08
Brian GambleSenior Vice President Private Wealth ManagementView Profile, brian gambleMatt RoperGlobal CFO Digital SolutionsView Profile, matt roperMichelle KosminChief Of Staff Tax Managing Partner Businesses Service LinesView Profile, michelle kosmin