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
Legacy Financial Group Northwestern MutualChief Operating OfficerJan 21 - PresentNorthwestern MutualFinancial Planning AssociateMay 19- Jan 21
David NaccaratoChief Executive Officer Chief Operations OfficerView Profile, David NaccaratoNicola StronachChief Operating OfficerView Profile, Nicola StronachAnnie LingChief Operating OfficerView Profile, Annie Ling