Account Type***** ***Account Owner******** ****Account Opps/Deals******** *******Closed Won • Mar 25**K $Closed
******** ******Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Morrison Bros CoVentures Project ManagerJun 24 - PresentAvantax Planning PartnersRegional DirectorNov 19- May 24Dubuque Bank Trust A Division Of Umb Bank N ALicensed Wealth AdvisorJul 18- Nov 19