Account Type****** ******Account Owner*** ***Account Opps/Deals****** *****Closed Won • Dec 24****K $Closed
******** ****Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Baune FinancialCOO - Associate Wealth Management AdvisorApr 11 - PresentNorthwestern MutualAssociate Wealth Management AssociateMay 05- Mar 11
Yossi DaganChief Financial OfficerView Profile, yossi daganLiam MonkGroup Financial ControllerView Profile, liam monkJoelle LavinFinancial Operations ManagerView Profile, joelle lavin