Account Type******* ***Account Owner******** ********Account Opps/Deals******* ******Closed Won • Mar 25**K $Closed
******** *****Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
CaptrustClient ManagerJan 21 - PresentFranklin TempletonTransfer Agency Customer Service SupervisorSep 94- Apr 16