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
Triumph Financial GroupPartner & Wealth Management AdvisorJun 22 - PresentNorthwestern MutualWealth Management AdvisorMar 08 - Present
Jared LincolnAssociateView Profile, jared lincolnElizabeth UptonAssociateView Profile, elizabeth uptonDouglas S BiermanFinancial AdvisorView Profile, douglas s. bierman