Account Type***** ***Account Owner**** ***Account Opps/Deals******* ******Closed Won • Nov 24**K $Closed
**** ****Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
True Wealth Advisors LlcPresidentDec 18 - PresentMassmutualManaging Sales Director, MassMutual Greater PhoenixJul 16- Dec 18MetlifeManaging Sales Director, MPCG of the SouthwestJun 15- Jun 16
Adam LindmarkFounding Partner Director Events External RelationsView Profile, adam lindmarkRobert TunheimPartner And Co Chair Of Private Equity Practice GroupView Profile, robert tunheimMelanie MagnanRegional Higher Education DirectorView Profile, melanie magnan