Account Type****** ***Account Owner**** *****Account Opps/Deals***** ******Closed Won • Aug 24****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
Ronnen EPrivate Equity PartnerView Profile, ronnen e.Aja PetersDirector Strategy Programs DigitalView Profile, aja petersPhilip SherwinChief Strategy OfficerView Profile, philip sherwin