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
Rlj Wealth ManagementFinancial Advisor, AIF®, AWMA®, CRC® Sep 10 - PresentEdward JonesFinancial AdvisorApr 07- Sep 10Wells FargoFinancial SpecialistSep 99- Apr 07
Maurice BaierSenior Manager Project FinanceView Profile, Maurice BaierAdrienne NeilsonBusiness Manager Financial MarketsView Profile, Adrienne NeilsonBen GrohmannVP And Actuary Life And Annuity ValuationView Profile, Ben Grohmann