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
Annex Wealth ManagementDirector of Retirement Plan ServicesSep 14 - PresentIndependent Business Association Of Wisconsin IbawMember Board Of DirectorsJun 20 - PresentElmbrook Education FoundationMember Board of DirectorsAug 23 - Present
Mali MitelmanBookkeeperView Profile, Mali MitelmanNoa PalterFinance OperationsView Profile, Noa PalterErin StaiFinancial AdvisorView Profile, Erin Stai