Account Type******** ******Account Owner**** ********Account Opps/Deals****** ********Closed Won • Mar 25****K $Closed
*** ******Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
U S BankClient Relationship ConsultantMar 20- Nov 20Resolute Wealth Partners Private Client GroupFinancial Advisor InternApr 19- Mar 20