Account Type**** *******Account Owner*** *******Account Opps/Deals******* *******Closed Won • Dec 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 - PresentElmbrook Education FoundationMember Board of DirectorsAug 23 - Present
Xero TeamAccountsView Profile, xero teamAnthony JonesHead Of M AView Profile, anthony jonesChristian ToroInvestment Banking Summer AnalystView Profile, christian toro