Account Type******* *****Account Owner****** *****Account Opps/Deals****** ****Closed Won • Feb 25**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Omni Wealth Management Northwestern MutualChief Operating OfficerJan 21 - PresentNorthwestern MutualAssociate Wealth Management AdvisorJan 14 - Present
Elizabeth SchlattererAccounting DirectorView Profile, Elizabeth SchlattererKevin KearneyFinance ManagerView Profile, Kevin KearneyAaron TakumiSr Financial AnalystView Profile, Aaron Takumi