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
Thimbleberry FinancialParaplannerJan 25 - PresentBam Advisory GroupDirector of Advisory ServicesAug 21- Oct 24New Direction Trust CompanyReal Estate Transaction SpecialistDec 17- Feb 21
David RencontreAssociateView Profile, david rencontreAshley HannahAssociate ControllerView Profile, ashley hannahCole MankeSenior Equity AnalystView Profile, cole manke