Account Type*** *******Account Owner***** ****Account Opps/Deals**** *******Closed Won • Jan 25***K $Closed
****** ********Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
William BlairMarketing Associate - Private Wealth ManagementFeb 21 - PresentStrategic Wealth Partners SwpMarketing and Communications CoordinatorNov 18- Nov 20Wintrust Wealth ManagementMarketing AssistantMar 06- Nov 18
Michele HarrisMarketing Agency Search ConsultantView Profile, Michele HarrisDacey SPrincipal Communications ManagerView Profile, Dacey SRoman ScholtensMarketing And Automation SpecialistView Profile, Roman Scholtens