Account Type*** ****Account Owner*** ********Account Opps/Deals*** ****Closed Won • Nov 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
Joe LibbyVP Merchant Services Credit RiskView Profile, joe libbyBobby ShokerChief Financial OfficerView Profile, bobby shokerAchmat JappiePrincipal Strategic FinanceView Profile, achmat jappie