Account Type*** ****Account Owner******* *******Account Opps/Deals**** ***Closed Won • Oct 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
Rishu GoyalAssociateView Profile, rishu goyalAlexander HyldmarInvestment AssociateView Profile, alexander hyldmarKarra BarfordAssistant Management AccountantView Profile, karra barford