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
Altfest Personal Wealth ManagementFinancial AdvisorApr 22 - PresentPrudential FinancialFinancial Advisor at The Prudential Insurance Company of AmericaMar 18- Apr 22Northwestern MutualFinancial Advisor, CFP®Jan 00- Feb 16
Karen CraigChief Accounting Officer Chief Financial OfficerView Profile, Karen CraigRaschelle BlackAssociate Director NA PayrollView Profile, Raschelle BlackJohn TsarwhasInvestment Relationship ManagerView Profile, John Tsarwhas