Account Type**** ********Account Owner******* *******Account Opps/Deals***** *****Closed Won • Nov 24**K $Closed
****** *****Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
City National RochdalePortfolio ManagerDec 16 - PresentCity National BankPrivate Client Wealth AnalystJan 14- Nov 16Northwestern MutualAssociate Wealth Management AdvisorJul 13- Jan 14
Amy SeidlingerSenior Director Of FinanceView Profile, amy seidlingerAndi McanenyRetirement Plan Client Service ManagerView Profile, andi mcanenyMichael KirkendallControllerView Profile, michael kirkendall