Account Type******* ***Account Owner**** ****Account Opps/Deals*** ***Closed Won • Jan 25****K $Closed
******* ****Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Wallace Hart Capital ManagementFounder & Chief Planning StrategistFeb 17 - PresentUbsFinancial Advisor, Bluegrass Wealth Management GroupFeb 12- Feb 17Bankfund Credit UnionLoan RepresentativeSep 05- Jul 07
Darach EllisonEVP Strategy FinanceView Profile, Darach EllisonElizabeth CaseyVice President Of Business DevelopmentView Profile, Elizabeth CaseyMilan VVice President Of Business DevelopmentView Profile, Milan V