Account Type******* ********Account Owner**** ****Account Opps/Deals******** *******Closed Won • Aug 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
Nissim CohenQA EngineerView Profile, nissim cohenGianpietro VigoritoFreight Forwarder Air And SeaView Profile, gianpietro vigoritoRaven RetizoAssistant Property ManagerView Profile, raven retizo