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
Continuum Planning PartnersFinancial PlannerFeb 23 - PresentNorthwestern MutualFinancial AdvisorJan 10- Apr 20
Cynthia BertagnolliInvoicing SpecialistView Profile, cynthia bertagnolliMatthew BurgettAccounts Payable SpecialistView Profile, matthew burgettElaine DickersonProperty AccountantView Profile, elaine dickerson