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
Matthew ThomasDirector Peer GroupsView Profile, matthew thomasKaitlin HeiningerEducation Learning Services Senior ManagerView Profile, kaitlin heiningerDavid TocheOpen Innovation Partnering ManagerView Profile, david toche