Account Type**** ***Account Owner***** ******Account Opps/Deals*** *****Closed Won • Oct 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
Wellington BohrerFinance And Administration ManagerView Profile, wellington bohrerSilvia Viegas MelroHead Of Administration And AccountingView Profile, silvia viegas melroGrant WalkerFinance DirectorView Profile, grant walker