Account Type***** ******Account Owner******** *******Account Opps/Deals****** ******Closed Won • Feb 25***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
Nathan LangSVP Senior DirectorView Profile, Nathan LangGreg RosenChief Product OfficerView Profile, Greg RosenAlex BautistaVP Of Product And ServicesView Profile, Alex Bautista