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
Rural 1stConsumer Loan OfficerJun 18 - PresentValicFinancial AdvisorMay 15- Nov 16Merrill LynchFinancial AdvisorMay 14- May 15
Nicole FitzgeraldFractional CFO Strategic AdvisorView Profile, Nicole FitzgeraldAlexander KernerUnderwriterView Profile, Alexander KernerChris GuyonPensions SpecialistView Profile, Chris Guyon