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
Wealth Partners AllianceAssociate, Client ServicesMar 24 - PresentCaptrustFinancial Advisor Relationship ManagerMay 22- Mar 24DocumationCustomer AnalystMay 17- May 19
Meg SharpSr Director Customer SuccessView Profile, meg sharpChristopher AndersonCustomer Success ManagerView Profile, christopher andersonCatherine NealDirector Client ServicesView Profile, catherine neal