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
Nicolet National BankDirector of Wealth OperationsOct 23 - PresentU S BankHead of Private Wealth Management Concierge ServicesDec 16 - PresentWells FargoTrust Operations AnalystJan 07- Dec 10
Shabbir Aqeel DanishPractice LeaderView Profile, shabbir (aqeel) danishBill FitzpatricCo Founder And CEO ISERTView Profile, bill fitzpatricBenjamin CharbitCo Founder CEOView Profile, benjamin charbit