Account Type******** ********Account Owner***** ****Account Opps/Deals*** ******Closed Won • Jan 25****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
John KoganCFO PartnerView Profile, John KoganTom LieuChief Financial OfficerView Profile, Tom LieuJustin HelferichChief Financial Officer Manulife PhilippinesView Profile, Justin Helferich