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
CaptrustSenior Client Management ConsultantJan 18 - PresentEmpowerRelationship ManagerJan 14- Jan 18Lifetime Financial GrowthFinancial Advisor, Park Avenue Securities LLCJun 13- Oct 14
Lucas RezendeVendedorView Profile, lucas rezendeMatt DonoghueStrategic AccountsView Profile, matt donoghueJulia SmithAccount Executive AssociateView Profile, julia smith