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
Rbo Co LlcDirector of ResearchDec 21 - PresentNorthwestern MutualAssociate Wealth Management Advisor Jan 21- Dec 21Carson GroupPortfolio ManagerMay 19- Jan 20
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