Account Type******** *******Account Owner****** ********Account Opps/Deals***** ******Closed Won • Feb 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
Evan GreenSenior Partnership ManagerView Profile, Evan GreenPablo HurtadoIT ManagerView Profile, Pablo HurtadoGregory FerranteFounder CEOView Profile, Gregory Ferrante