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 MutualVP, Product Management, Wealth and Advisor Field ExperienceMay 23 - PresentVanguardHead of Product for Advisor TechnologyAug 12- May 23
Carlos Rocha GoncalvesVP GrowthView Profile, carlos rocha gonçalvesDemetri NFounder And Head Of ProductView Profile, demetri n.Bill TakacsVice President Of ProductView Profile, bill takacs