Account Type******** *******Account Owner******* *******Account Opps/Deals*** ***Closed Won • Oct 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
Monica BraunPrincipal Financial StratagistView Profile, monica braunAnnie RoyFinance Transformation ConsultantView Profile, annie royMichele PerraultRevenue Planning InsightsView Profile, michele perrault