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
HsbcAccount ManagerJun 23- Jan 24Northwestern MutualDirector of Operations/Associate Financial Representative to Barbara Bernstein, CFP®Nov 20- Apr 23Clayton HotelsSales and Marketing ExecutiveJul 18- Mar 20
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