Account Type******** *****Account Owner***** ******Account Opps/Deals**** *****Closed Won • Dec 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
Greg CannonChief Accounting Officer CAOView Profile, greg cannonPatti ParlierAacounts Payable ManagerView Profile, patti parlierGuy HerschmannHead Of FinanceView Profile, guy herschmann