Account Type**** ****Account Owner****** ***Account Opps/Deals***** ******Closed Won • Dec 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 MutualDirector of Insurance and Investment OperationsNov 20 - PresentNorthwestern MutualUnderwriting Manager/Associate Wealth Management AdvisorMay 17- Nov 20Tamid GroupInvestment AssociateJan 15- May 17
Francis BlackmoreAssociate Director Group ReportingView Profile, francis blackmoreYael RoichmanHead Of Bookkeeping DepView Profile, yael roichmanSavas OzcanFinancial ControllerView Profile, savas ozcan