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
MonetaPartnerOct 18 - PresentStifel Financial CorpSenior Wealth StrategistNov 15- Sep 18MetlifeSenior Advanced Markets ConsultantJun 01- Jun 04
Greta OberschmidtPartnerView Profile, Greta OberschmidtJack BranchProactive Planning Team LeaderView Profile, Jack BranchHeather SteeleSr Manager Partner AlliancesView Profile, Heather Steele