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
Cappelle Wealth ManagementDirector Of OperationsMay 13 - PresentNorthwestern MutualAssociate Financial RepresentativeJan 11 - PresentAdvocate Health CareClinical Technician/CSADec 11- Dec 12
Elizabeth DeleonStability Associate IIIView Profile, Elizabeth DeleonMatthew VoigtFinancial AnalystView Profile, Matthew VoigtShiraz RivlinTeaching Assistant In Financial Technology SeminarView Profile, Shiraz Rivlin