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
Premier Wealth ManagementChief of StaffApr 22 - PresentMidwestone Bank2nd Vice President, Retail ManagerAug 13- Apr 20Cambridge Investment Research IncSupervisor of Advisory ServicesJul 12- Aug 13
Investment TalkManagerView Profile, investment talkGlen MccallumRegional DirectorView Profile, glen mccallumTanya ShermanEnterprise DirectorView Profile, tanya sherman