Account Type**** ********Account Owner****** ***Account Opps/Deals***** ******Closed Won • Feb 25****K $Closed
******* ********Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
BairdInvestment StrategistOct 19 - PresentHilliard Lyons A Baird CompanyCorrespondent Research AnalystSep 15- Oct 19Accredited Wealth ManagementWealth Management InternJun 15- Sep 15
Helen LeungSenior Finance ManagerView Profile, Helen LeungNikki FizerSmall Business BankerView Profile, Nikki FizerPete CoombesSpecialist Finance Account ManagerView Profile, Pete Coombes