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
VestmarkSenior AnalystNov 21 - PresentNatixis Investment ManagersProduct AnalystJun 19- Nov 21Northwestern MutualAssociate Wealth Management AdvisorJun 18- Jun 19
Elizabeth DeesSr Analyst RQ Science AnalysisView Profile, elizabeth deesLisa ScovilleData SpecialistView Profile, lisa scovilleShelly RobertsData Solutions EngineerView Profile, shelly roberts