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
ThriventAssociate Financial AdvisorFeb 25 - PresentThrivent Financial ServicesFinancial AdvisorNov 23- Feb 25Associated BankRelationship BankerFeb 17- Jan 20
Sierra WattsFinancial RepresentativeView Profile, Sierra WattsRajveer AulakhShareholder Advisory AnalystView Profile, Rajveer AulakhMark SzottFinancial AnalystView Profile, Mark Szott