Account Type*** ********Account Owner****** ********Account Opps/Deals****** ******Closed Won • Aug 24**K $Closed
****** *****Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Fifth Third Private BankSVP - Managing Director, Wealth Planning & InsuranceOct 21 - PresentFacetHead of Planning OperationsJan 19- Jan 21Bb TSenior Vice President - Director of Financial Planning ServicesJan 08- Jan 19
Drew WagnerChief Financial OfficerView Profile, drew wagnerMarcus HauptleGeschaftsfuhrer CFOView Profile, marcus häuptleTim RavenFinance Director Enterprise Data SolutionsView Profile, tim raven