Account Type*** ******Account Owner*** ******Account Opps/Deals******** ********Closed Won • Dec 24**K $Closed
*** ********Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Thimbleberry FinancialParaplannerJan 25 - PresentBam Advisory GroupDirector of Advisory ServicesAug 21- Oct 24New Direction Trust CompanyReal Estate Transaction SpecialistDec 17- Feb 21
Zach SchmidtPortfolio ManagerView Profile, zach schmidtJames DyeFP A DirectorView Profile, james dyeJennifer FedericoControllerView Profile, jennifer federico