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
Northwestern MutualAssociate Financial Representative & Director of Investment OperationsMay 07 - Present
Carson PalaciosPayrollView Profile, Carson PalaciosPatrick NicolInvestment AdvisorView Profile, Patrick NicolChrissy MccloskeyPersonal Trust OfficerView Profile, Chrissy Mccloskey