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
Nicolet National BankDirector of Wealth OperationsOct 23 - PresentU S BankHead of Private Wealth Management Concierge ServicesDec 16 - PresentWells FargoTrust Operations AnalystJan 07- Dec 10
David GallagherFounder CEOView Profile, David GallagherMadeline HoekstraResident District ManagerView Profile, Madeline HoekstraBashara HinnawiDirector Of Business SystemsView Profile, Bashara Hinnawi