Account Type******** ********Account Owner*** ********Account Opps/Deals***** ******Closed Won • Feb 25****K $Closed
**** *******Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Fourfront Wealth ManagementManaging Director, Financial PlannerSep 22 - PresentFourfront GroupPartner, Financial Planner, Retirement Planning SpecialistJan 16- Sep 22
Josh PerlmutterVice President Wealth AdvisorView Profile, Josh PerlmutterGreg HerrmannAssistant Vice President Of Treasury Payment SolutionsView Profile, Greg HerrmannRick WilkinsChief Financial OfficerView Profile, Rick Wilkins