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
CaptrustFinancial Wellness Consultant, CAPTRUST at WorkSep 17 - PresentBb TRetirement and Institutional Sales AnalystNov 09- Sep 17
Bervie MalaybalayFinance Operation SpecialistView Profile, bervie malaybalayKelly BonneauFinancial AnalystView Profile, kelly bonneauEthan MInvestorView Profile, ethan m.