Account Type****** ******Account Owner****** *****Account Opps/Deals**** *****Closed Won • Nov 24****K $Closed
******* *******Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Edelman Financial EnginesVice President, PlannersJul 18 - PresentFinancial EnginesDivisional Vice PresidentFeb 16- Jul 18Umb BankCommunity Bank President - South RegionJun 03- Jul 07
Kyle PorterFounder And Board ChairView Profile, kyle porterAnneta Ramnarine PatrickSmall Business OwnerView Profile, anneta ramnarine-patrickWarren SteeleDirector Chief Of Staff Digital And Technology Health Care DeliveryView Profile, warren steele