Account Type******* ******Account Owner***** *****Account Opps/Deals****** ****Closed Won • Feb 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
Steve SucklingHead Of Commercial FinanceView Profile, Steve SucklingAi Yun WongAudit SeniorView Profile, Ai Yun WongAndrew LipsmanIndependent Analyst ConsultantView Profile, Andrew Lipsman