Account Type****** ******Account Owner**** *****Account Opps/Deals***** ****Closed Won • Oct 24***K $Closed
******** ****Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Northwestern MutualSenior Director | Financial Planning ConsultationMay 18 - PresentLearnvestPlanning Team Lead | LearnVest Planning ServicesApr 16- May 18VanguardManaged Portfolio Implementation Specialist | Personal Advisor ServicesApr 12- Apr 16
Rafael ReyesChief Financial OfficerView Profile, rafael reyesJohn KerriskVP FinanceView Profile, john kerriskAvi NoimanTax Partner Asset Management Sector LeaderView Profile, avi noiman