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
UsaaCentralized Supervisor LeadSep 09 - PresentRiver Valley BankCERTIFIED FINANCIAL PLANNER (TM)Oct 07- Jun 09Associated BankFinancial ConsultantJan 06- Sep 07
Taryn ZuckerPartnerView Profile, taryn zuckerWayne ForresterArtist And AuthorView Profile, wayne forresterRob FinnPartnerView Profile, rob finn