Account Type****** ****Account Owner******** ***Account Opps/Deals******* ****Closed Won • Oct 24**K $Closed
******** ********Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Principal Asset Managementmutual funds spec IIIJul 00 - PresentBankers TrustPersonal Banker/OperationsJan 84- Jul 00
Anna BoylanFinance Progress Co OrdinatorView Profile, anna boylanKaren HoltReal Estate Tax ConsultantView Profile, karen holtMichael BorgmannFinanzberater Financial AdvisorView Profile, michael borgmann