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
Mount Yale Capital GroupFounding Partner-Mount Yale Advisor PartnersJun 21 - PresentHamline UniversityBoard of TrusteesJul 19 - Present
Melissa WaldronExecutive AssistantView Profile, Melissa WaldronErin HoltonExecutive AssistantView Profile, Erin HoltonLaura LippayArtistView Profile, Laura Lippay