Account Type*** *******Account Owner****** ********Account Opps/Deals******** *****Closed Won • Nov 24**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
Omar DiaIncoming Investment Banking AnalystView Profile, omar diaOng Zi HuiPrivate Equity Secondaries PrimariesView Profile, ong zi huiStanley KleinDeal Desk AnalystView Profile, stanley klein