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
Carson WealthPartner & Wealth AdvisorFeb 20 - PresentNorthwestern MutualWealth Management AdvisorJan 03- Feb 20
Sandra HostenFinancial ControllerView Profile, Sandra HostenSarah WoodsFinance And Administration OfficerView Profile, Sarah WoodsElizabeth NeriAnalista FinancieroView Profile, Elizabeth Neri