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 Advisor Sep 19 - PresentTd AmeritradeRegional Fixed Income Sales ManagerSep 08- May 13UsaaAcquisitions Sales ManagerFeb 97- Jul 08
Pamela BrunnettVP Finance Transformation Finance Chief Of StaffView Profile, pamela brunnettGianfranco MinelliChief Financial OfficerView Profile, gianfranco minelliTom StutesmanFinance Director USView Profile, tom stutesman