Account Type***** *****Account Owner**** ***Account Opps/Deals******** ********Closed Won • Feb 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
Usman HijaziCorporate Growth SEA Enterprise Account ExecutiveView Profile, Usman HijaziElena AwPartner ManagerView Profile, Elena AwSuzanne DonaldBusiness Development ManagerView Profile, Suzanne Donald