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
Fi Tek Wealth SolutionsDirector of Client Service and Business Development Mar 07 - PresentDeutsche BankClient Service, Project Finance GTBJan 05- Jan 07Northwestern MutualFinancial RepresentativeJan 04- Jan 05
Maria OlivaAccount ManagerView Profile, maria olivaKelley G MarmenAccount ManagerView Profile, kelley g. marmenKimberlee ShukesNational Account ManagerView Profile, kimberlee shukes