Account Type******* *****Account Owner**** ******Account Opps/Deals**** ********Closed Won • Feb 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
Kate MernaCommercial And Finance ManagerView Profile, Kate MernaAbhishek ChauhanAccounting Team LeadView Profile, Abhishek ChauhanSvetlana ZaretskayaSenior Director Client FinanceView Profile, Svetlana Zaretskaya