Account Type****** *******Account Owner***** ****Account Opps/Deals******** *****Closed Won • Jul 24****K $Closed
******** *****Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Beyond Financial AdvisorsChief Operating OfficerJan 21 - PresentNorthwestern MutualAssociate Financial RepresentativeMar 00- Dec 03Brooke Chase Associates IncAdministrative AssistantSep 98- Jan 00
Amy HannessonCo FounderView Profile, amy hannessonJamie ForsterChief Executive OfficerView Profile, jamie forsterMike MorsePresidentView Profile, mike morse