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
Omni Wealth Management Northwestern MutualChief Operating OfficerJan 21 - PresentNorthwestern MutualAssociate Wealth Management AdvisorJan 14 - Present
Jonathan ProbyTax AssociateView Profile, jonathan probyGal GihanDirector Of FinanceView Profile, gal gihanFranziska HornSenior Finance ManagerView Profile, franziska horn