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
Rbo Co LlcDirector of ResearchDec 21 - PresentNorthwestern MutualAssociate Wealth Management Advisor Jan 21- Dec 21Carson GroupPortfolio ManagerMay 19- Jan 20
Katie LundiLearning Program ManagerView Profile, Katie LundiTroy SproutSolutions EngineerView Profile, Troy SproutEmma Wilson LemoineResearch AssociateView Profile, Emma Wilson Lemoine