Account Type***** ******Account Owner****** *****Account Opps/Deals***** ********Closed Won • Jan 25**K $Closed
******* *******Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
Triad PartnersDirector of PlanningMar 24 - PresentAllianz LifeDirector of SalesJun 14- Mar 24Hilliard Lyons A Baird CompanyTrust Department InternMay 12- Aug 12
Andrew ReedBoard DirectorView Profile, Andrew ReedMakayla StephensDirector Global Fund Placement Advisory Group At Oppenheimer Co IncView Profile, Makayla StephensMarie KarasinskiLead Director Customer Strategy ExperienceView Profile, Marie Karasinski