Account Type***** ***Account Owner****** ****Account Opps/Deals******* *****Closed Won • Oct 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
Judah SiegalInvestmentsView Profile, judah siegalAbel CornejoForeign Exchange AnalystView Profile, abel cornejoPingping XuAssociateView Profile, pingping xu