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
Northwestern MutualManaging DirectorJun 21 - PresentWells Fargo AdvisorsClient AssociateDec 15- Feb 17Northwestern MutualDirector of Marketing & Client ServicesOct 12- Nov 15
James McbrideStrategic Growth Senior AssociateView Profile, james mcbrideEvita LasassoReal Estate AdvisorView Profile, evita lasassoMichael R HalsbandPartnerView Profile, michael r halsband