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
Harrison Financial ServicesDirector of Advanced Strategies - PresentSilverleaf Wealth ManagementDirector of Advanced StrategiesApr 21- Feb 23Koley Jessen P C L L OCounselNov 18- Mar 21
Anna BallinasBusiness Development Director Digital Strategy And InnovationView Profile, Anna BallinasJustin HowardDirector Business Development StrategyView Profile, Justin HowardLeah HattendorfDirector Brand StrategyView Profile, Leah Hattendorf