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
Joseph FlatenNew Business Team Manager GlobalView Profile, Joseph FlatenBoaz AlbaranesManaging PartnerView Profile, Boaz AlbaranesBrian CameronStrategic Growth ManagerView Profile, Brian Cameron