Account Type*** ********Account Owner*** *****Account Opps/Deals***** ******Closed Won • Oct 24****K $Closed
******* ***Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
The Bahnsen GroupAssociate Private Wealth AdvisorMay 24 - PresentCarson WealthWealth AdvisorApr 21- May 24UbsWealth Planning AssociateJul 18- Apr 21
Kristy HathawaySenior Grants AccountantView Profile, kristy hathawayMarion SpielmannCOO Bankgeschaftsfelder VerwahrstelleView Profile, marion spielmannMichelle CisnerosBusiness Accountant Office ManagementView Profile, michelle cisneros