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
Faegre DrinkerSr. Finance Intake SpecialistJul 02 - PresentArthur AndersonController AssistantJan 92- Jan 02
Daniel LevinPrivate Wealth Management Specialist Alternative InvestmentsView Profile, daniel levinBlustein SteveSr Investment AdvisorView Profile, blustein steveKevin Woods CmaFractional CFO Strategic Business Advisor Quick Books Certified Advanced Pro AdvisorView Profile, kevin woods cma