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 AdvisorAug 18 - PresentVistar A Pfg CompanyPresident, Operating CompanyFeb 01- Jan 14
Steve WilliamsStaff AccountantView Profile, steve williamsYuanchen WangSenior Director Of FP AView Profile, yuanchen wangRebekah FaulknerControllerView Profile, rebekah faulkner