Account Type****** ******Account Owner**** ******Account Opps/Deals******* *****Closed Won • Jul 24***K $Closed
****** ******Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Northwestern MutualFinancial AdvisorSep 22 - PresentWindow GenieSmall Business OwnerAug 17- Jun 23Bose CorporationBusiness Development Manager - Program ManagementJan 11- Dec 17
Sienna ThorntonFinancial AnalystView Profile, sienna thorntonShayna CasselsTax Specialist IIView Profile, shayna casselsSun ChoiFinance ConsultantView Profile, sun choi