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
Northwestern MutualFinancial AdvisorJan 23 - PresentGw AppsSenior Account Executive Oct 21- May 23Dalisa ConnectChief Executive OfficerSep 21- Jan 23
Jeff WildesCERTIFIED FINANCIAL PLANNER™View Profile, jeff wildesBarry Den Blanken CmaSenior Financial Controller A I Bij Bridge Fund Via AgiumView Profile, barry den blanken cmaShervonne CairnsBilling Specialist LeadView Profile, shervonne cairns