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
UsaaCentralized Supervisor LeadSep 09 - PresentRiver Valley BankCERTIFIED FINANCIAL PLANNER (TM)Oct 07- Jun 09Associated BankFinancial ConsultantJan 06- Sep 07
Steve BlumAdvisory Board MemberView Profile, steve blumMargaret ReegerExternal And Government Affairs ManagerView Profile, margaret reegerSusan PrysDivision Director Charlotte Upstate And MidlandsView Profile, susan prys