Account Type******** ****Account Owner****** *******Account Opps/Deals*** ********Closed Won • Jan 25**K $Closed
**** ******Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Stone Oak Wealth ManagementWealth Planning AssociateDec 22 - PresentCaptrustFinancial Advisor Relationship ManagerSep 21- Dec 22Reliance Bank PaBank TellerJul 18- Jul 19
Malin MotinPurchase Controlling ManagerView Profile, Malin MotinRichard BruszewskiDirector Operations FinanceView Profile, Richard BruszewskiCristina Clima HaugChief Financial OfficerView Profile, Cristina Clima Haug