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
Shotwell Rutter Baer Financial PlannersCertified Financial Planner™Feb 19 - PresentFifth Third SecuritiesInvestment ExecutiveJan 06- Jan 08
Anna MillermanStrategic Partnerships Manager Financial ProductsView Profile, Anna MillermanJack WelshManager Strategic FinanceView Profile, Jack WelshChase CaffreySenior Investment AnalystView Profile, Chase Caffrey