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
CaptrustSenior Vice President | Financial AdvisorApr 15 - PresentLeadership CharlotteLeadership Charlotte Class 42 MemberAug 20 - PresentWells FargoWealth Planning AnalystAug 10- Mar 15
Joanne BerriosVice President Of AccountingView Profile, joanne berriosEric SelhornChief Financial OfficerView Profile, eric selhornNicola De LorenzoVP FinanceView Profile, nicola de lorenzo