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
Stoneford AdvisorsWealth & Investment Advisor/CEOSep 23 - PresentNicollet Investment ManagementSenior Managing DirectorDec 20- Aug 23Stonebridge Capital AdvisorsClient RelationsOct 19- Dec 20
Tony SoldiManaging Director Head Of Underwriting And Closing U S Real Estate DebtView Profile, tony soldiMark FrancisChief Financial OfficerView Profile, mark francisDouglas UlrichExecutive Director Financial PlanningView Profile, douglas ulrich