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
Triumph Financial GroupPartner & Wealth Management AdvisorJun 22 - PresentNorthwestern MutualWealth Management AdvisorMar 08 - Present
Adrian SoClient Finance ManagerView Profile, Adrian SoRhonda PageDonor RelationsView Profile, Rhonda PageAlex TungInvestorView Profile, Alex Tung