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
Chandler Asset Management IncInvestment Operations SpecialistNov 24 - PresentClearwater AnalyticsLead Client Servicing AssociateFeb 23- Nov 24Northwestern MutualFinancial AdvisorMay 21- Feb 23
Bill HeitstumanDirector Of Information SystemsView Profile, Bill HeitstumanHeather LapalmeProduction SpecialistView Profile, Heather LapalmeDave GoldsteinSr Manager Revenue OperationsView Profile, Dave Goldstein