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
Brooks MacdonaldPrivate Client Wealth Management - Business Development ManagerAug 22 - PresentSkybound Wealth ManagementPrivate Client ManagerApr 19- Jul 22Venn GroupConsultantSep 17- Mar 19
Zach ChokrAccount ExecutiveView Profile, zach chokrBill BauderAccount Executive Strategic AccountsView Profile, bill bauderAndrew LarsonSenior Account ExecutiveView Profile, andrew larson