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
ThriventFinancial AdvisorNov 23 - PresentSignature Estate Investment Advisors LlcClient Service AssociateFeb 23- Nov 23Medallion Financial GroupAssistant to Financial AdvisorOct 20- Feb 23
Alexandria DuerrControllerView Profile, Alexandria DuerrKristen MahoneyDirector Credit CollectionsView Profile, Kristen MahoneyNeil CallowFreelance Consulting Interim FinanceView Profile, Neil Callow