Account Type******** ****Account Owner***** ********Account Opps/Deals******** ********Closed Won • Nov 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
Diana CionteaVice President FinanceView Profile, diana cionteaPatrick StephensChief Finanical OfficerView Profile, patrick stephensMichelle ManciniExecutive Assistant Global Financial Services And Global Consumer MarketsView Profile, michelle mancini