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 MutualClient Experience ManagerSep 21 - PresentInvestmark Advisory GroupClient Service AssociateSep 06- Sep 21MassmutualRelationship ManagerJan 96- Jan 00
Scott PodgorClient Success ManagerView Profile, scott podgorJohn RodriguezClient Success ManagerView Profile, john rodriguezCarter HollingsworthAssociate Client ServicesView Profile, carter hollingsworth