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
Northbridge Financial GroupCertified Financial PlannerDec 15 - PresentUsaaWealth ManagerSep 13- Dec 15Charles SchwabVice-President - Financial ConsultantOct 12- Sep 13
Todd WillardPresidentView Profile, todd willardDavid NelsonSenior Director Cross Channel Quality Customer ExperienceView Profile, david nelsonMatthew MizbaniPartnerView Profile, matthew mizbani