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
Turning Point Financial Northwestern MutualAssociate Private Wealth AdvisorApr 24 - PresentNorthwestern MutualAssociate Wealth Management AdvisorAug 19 - PresentDelaware Valley UniversityAdjunct Professor and Assistant IHSA CoachAug 14- May 16
Andrew YoungAccounting AssociateView Profile, Andrew YoungMario RodriguezMS Dynamics 365 Finance Support AnalystView Profile, Mario RodriguezBryan ScordinoSenior Wealth Strategy AssociateView Profile, Bryan Scordino