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
Leigh HaasMortgage Loan Officer NMLS 1464765View Profile, Leigh HaasLisa SimoensCredit AnalystView Profile, Lisa SimoensJake BerryInvestment AssociateView Profile, Jake Berry