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
Mutual Of OmahaSales DirectorJan 19- Aug 23Investors BankVice President Financial AdvisorAug 16- Sep 17M T BankVice President Financial ConsultantMar 16- Jul 16
Squall XuTax Advisory ManagerView Profile, Squall XuMichael StonecipherAccounting ConsultantView Profile, Michael StonecipherAndrew StadniskyDirector Of FP AView Profile, Andrew Stadnisky