Account Type****** ******Account Owner******* *******Account Opps/Deals******** ********Closed Won • Jan 25****K $Closed
**** ***Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Stifel Financial CorpClient Services AssociateMar 22 - PresentCountry Club Of LincolnServer/HostessJun 17- Jun 24D A Davidson CompaniesWealth Management InternSep 20- Aug 21
Gregory MadisonLead Call Center RepresentativeView Profile, Gregory MadisonSarah SellarsCustomer Service ExecutiveView Profile, Sarah SellarsMaria McdonaldCall Center RNView Profile, Maria Mcdonald