Account Type***** *****Account Owner***** ******Account Opps/Deals******** *****Closed Won • Nov 24***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
11 ThestateGeneral ManagerJul 24 - PresentSummit Wealth SystemsDirector, Partnerships & Growth StrategyJan 22- Jun 24MorningstarAdvisory Board MemberJan 21- Jan 23
Tim SmithManaging DirectorView Profile, tim smithKathrin SchaeferCorporate Director Business AnalyseView Profile, kathrin schaeferJustin DonnellyEnterprise Project Manager IMOView Profile, justin donnelly