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
Ameriprise Financial Services LlcAssociate Financial AdvisorJul 21 - PresentNorthwestern MutualDirector of Insurance OperationsAug 18- Nov 21Uncommon SchoolsCampus AmbassadorJun 17- Mar 18
Bryan WakefieldPrincipal Fractional CFO ServicesView Profile, Bryan WakefieldShivanand BanakarMedical BillerView Profile, Shivanand BanakarDolev DekelFinancial ControllerView Profile, Dolev Dekel