Account Type***** ***Account Owner***** ******Account Opps/Deals******** ***Closed Won • Jan 25***K $Closed
*** *******Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Premier Wealth ManagementChief of StaffApr 22 - PresentMidwestone Bank2nd Vice President, Retail ManagerAug 13- Apr 20Cambridge Investment Research IncSupervisor of Advisory ServicesJul 12- Aug 13
Chris HerdFounder CEOView Profile, Chris HerdDavid DaviesCo OwnerView Profile, David DaviesAndrew HeidemannProducerView Profile, Andrew Heidemann