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
Mclean CompanyExecutive AdvisorOct 24 - PresentIgm Financial IncAVP, Training & DevelopmentAug 20- Oct 24Ig Wealth ManagementDirector, Training and EducationFeb 19- Aug 20
Michael AndersonVice President Client ManagementView Profile, Michael AndersonBryan CaseyCofounderView Profile, Bryan CaseyKellie ZimmermanChief Executive OfficerView Profile, Kellie Zimmerman