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
Wallace Hart Capital ManagementFounder & Chief Planning StrategistFeb 17 - PresentUbsFinancial Advisor, Bluegrass Wealth Management GroupFeb 12- Feb 17Bankfund Credit UnionLoan RepresentativeSep 05- Jul 07
Jason GlassmanVP Strategic FinanceView Profile, Jason GlassmanVincent ForgetVice President Of Strategic PlanningView Profile, Vincent ForgetVicki BrownVice President Principal AnalystView Profile, Vicki Brown