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
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
Warren Tsuchida BerlinBusiness AnalystView Profile, Warren Tsuchida BerlinLynna LInvestment Research AnalystView Profile, Lynna LBrenda BeckerAccounts Payable ClerkView Profile, Brenda Becker