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
Mutual Of Omaha Investor ServicesFinancial AdvisorAug 23 - PresentMutual Of OmahaSales Director | Financial AdvisorJul 18- Aug 23
Patrick HanleyIncoming Investment Banking AnalystView Profile, Patrick HanleyRandall WatsekFinancial AdvisorView Profile, Randall WatsekJulia KrainerSenior Equity AnalystView Profile, Julia Krainer