Account Type******* *****Account Owner*** ***Account Opps/Deals*** ******Closed Won • Dec 24**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Northwestern MutualChief Operating Officer - Aires FinancialDec 13 - PresentDunhill InsuranceCase ManagerOct 11- Dec 13Parq Advisors Insurance And Estate PlanningClient Relations ManagerOct 09- Oct 11
Tim Lastivka Crps ChfcDivisional Vice PresidentView Profile, tim lastivka crps® chfc®Albert WhitleyPrincipal FounderView Profile, albert whitleyMansoor AnjarwalaFounder And PartnerView Profile, mansoor anjarwala