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
Legacy Financial Group Northwestern MutualChief Operating OfficerJan 21 - PresentNorthwestern MutualFinancial Planning AssociateMay 19- Jan 21St Lawrence UniversityTeaching AssistantAug 16- Apr 19
Lori H ZellerPrincipal Managing PartnerView Profile, lori h. zellerNeil JervisCo FounderView Profile, neil jervisSara SebtiCEO Co FounderView Profile, sara sebti