Account Type****** *******Account Owner**** ********Account Opps/Deals******** ********Closed Won • Feb 25***K $Closed
***** ******Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
World Investment Advisors Formerly PensionmarkChief Executive OfficerSep 90 - PresentCaptrustPrincipal / Financial AdvisorMar 15- May 22
Victoria TalbotChief Operating OfficerView Profile, Victoria TalbotJeff LippertCo FounderView Profile, Jeff LippertBasil HowardVice President Technology Media Telecommunications SectorView Profile, Basil Howard