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
BairdInvestment StrategistOct 19 - PresentHilliard Lyons A Baird CompanyCorrespondent Research AnalystSep 15- Oct 19Accredited Wealth ManagementWealth Management InternJun 15- Sep 15
Alison WardeinHigh Net Worth Underwriting SpecialistView Profile, alison wardeinAndy ScharfGlobal CFO RetiredView Profile, andy scharfKrishana TurnerTrust Advisor Private Equity Fund Administration SpecialistView Profile, krishana turner