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
Aaron TestaChief Financial OfficerView Profile, aaron testaVinay NairAssociate Vice PresidentView Profile, vinay nairDaniel LVice President Investment BankingView Profile, daniel l.