Account Type*** *******Account Owner******** ****Account Opps/Deals****** ****Closed Won • Nov 24***K $Closed
*** ********Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
GlenmedeManagement AssociateJul 20 - PresentWells FargoFiduciary AdministratorJun 18- Jul 20Campbell UniversityTrust & Wealth Management Graduate AssistantAug 15- May 18
Michael KalenCEOView Profile, michael kalenDrew KraemerCo Founder CEOView Profile, drew kraemerJacopo GiottiBranch ManagerView Profile, jacopo giotti