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 MutualDirector of Insurance and Investment OperationsNov 20 - PresentNorthwestern MutualUnderwriting Manager/Associate Wealth Management AdvisorMay 17- Nov 20Tamid GroupInvestment AssociateJan 15- May 17
Karen BaylessInvestor Relations Asset ManagerView Profile, karen baylessBalakumar RajagopalAssociate DirectorView Profile, balakumar rajagopalColin MorleyHead Of FinanceView Profile, colin morley