Account Type******** *******Account Owner***** *******Account Opps/Deals**** ********Closed Won • Feb 25****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
Kristin EbertChief Experience OfficerView Profile, Kristin EbertNiek Van Der MaasOwnerView Profile, Niek Van Der MaasMartin VohankaFounderView Profile, Martin Vohanka