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
Northwestern MutualSenior Director - Distribution Performance - Central Region LeadJan 19 - PresentWells Capital ManagementInternal WholesalerAug 01- Aug 03American Express Financial AdvisorsFinancial Advisor and InternJan 99- Aug 01
Chen DorotPartnerView Profile, Chen DorotJoel SmithEvents ManagerView Profile, Joel SmithPaul SchroppWerkstudentView Profile, Paul Schropp