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
Umb BankSenior Trust AdvisorApr 25 - PresentAscent Private Capital Management Of U S BankSVP, Managing Director of National Sales and Strategy Aug 19- May 25U S BankVice President, Wealth Management Region Managing Director Apr 09- Aug 19
Kevin RuppertSenior Manager Acumatica Client ServicesView Profile, Kevin RuppertKarl WheelerSenior Consultant Professional ServicesView Profile, Karl WheelerAlex NorcrossSenior Support AnalystView Profile, Alex Norcross