Account Type***** ****Account Owner******** *****Account Opps/Deals*** ********Closed Won • Mar 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