Account Type*** *****Account Owner**** ***Account Opps/Deals******** *******Closed Won • Nov 24**K $Closed
***** ***Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
MpersInvestment AnalystJan 23 - PresentBuild Asset ManagementInternal WholesalerDec 20- Dec 22Waddell ReedParaplannerJul 16- Aug 19
Roger NussenblattChief Credit OfficerView Profile, roger nussenblattMark BruemmerSr Financial AnalystView Profile, mark bruemmerLeopold ColsonInvestment ManagerView Profile, léopold colson