Account Type***** ********Account Owner******** ****Account Opps/Deals**** ****Closed Won • Jan 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
Steve HarrisVP Of FinanceView Profile, Steve HarrisDulce Torres PintoAccounting Finances ManagementView Profile, Dulce Torres PintoJonedel PanganAccounting ControllerView Profile, Jonedel Pangan