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
Scheherazade SAssociateView Profile, scheherazade s.Sydney CaplowInvestor Relations OfficerView Profile, sydney caplowTina BuiFinance AssistantView Profile, tina bui