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
Union Bank TrustMortgage Loan SpecialistMay 14 - PresentConcordia University NebraskaStudentAug 10- May 14ZywaveMarketing Research InternJun 13- Aug 13
Daniel M Johnson CfpCERTIFIED FINANCIAL PLANNERView Profile, Daniel M Johnson CfpSarah BFinance ManagerView Profile, Sarah BIndra MukherjeeAssociate DirectorView Profile, Indra Mukherjee