Account Type*** ****Account Owner*** ********Account Opps/Deals******* ********Closed Won • Oct 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
Matt KesselhautVice President Equity ResearchView Profile, matt kesselhautMichiel Van ZadelVp Of Asset ManagementView Profile, michiel van zadelRob BarnhartPresident Snap FinanceView Profile, rob barnhart