Account Type******* ********Account Owner******** ******Account Opps/Deals****** *****Closed Won • Oct 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
Timothy PicoFinancial ControllerView Profile, timothy picoLiora CohenHead Of Bookkeeping DepartmentView Profile, liora cohenKathryn WebsterManagerView Profile, kathryn webster