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
Securian FinancialPortfolio ManagerMar 17 - PresentMinnesota Bank Trust A Division Of Htlf BankAssistant Vice President, Private Client ServicesAug 11- Mar 17Wells FargoMortgage AssociateJan 05- Aug 11
Kyle NadonProduct ManagerView Profile, Kyle NadonGrace TysonProduct ManagerView Profile, Grace TysonJessica PerelmanProduct DirectorView Profile, Jessica Perelman