Account Type*** ****Account Owner**** ****Account Opps/Deals*** *******Closed Won • Aug 24**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 - PresentSecurefutures Teen Financial Literacy Education Tools And MentoringVolunteer Trainer & Classroom EducatorSep 09 - Present
Julia QiuDirector Of FinanceView Profile, julia qiuTracey TribuzioAccounting ManagerView Profile, tracey tribuzioTurab GardeziFinancial Planning And Analysis ManagerView Profile, turab gardezi