Account Type****** ******Account Owner****** ***Account Opps/Deals****** ******Closed Won • Mar 25****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