Account Type*** *****Account Owner****** ******Account Opps/Deals*** *****Closed Won • Jan 25***K $Closed
****** ****Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Pillar Financial Group Northwestern Mutual Private Client GroupWealth Managment Advisor & Director of Business DevelopmentAug 21 - PresentNorthwestern MutualWealth Management AdvisorApr 09 - PresentCbeyond Now A Birch CompanySales ManagerJan 03- Jan 07
Sarita ZhuCorporate ControllerView Profile, Sarita ZhuSara SommerlotBudget And Office ManagerView Profile, Sara SommerlotJohn ErnstingInvestment BankingView Profile, John Ernsting