Account Type****** ****Account Owner****** ********Account Opps/Deals**** *******Closed Won • Mar 25***K $Closed
***** ********Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Baystate FinancialWealth Management AdvisorJan 25 - PresentNorthwestern Mutual BostonFinancial Advisor & Field DirectorMay 19- Jan 25
Daniel BaxterFinancial ControllerView Profile, Daniel BaxterEvelyn HartwellVP Of FinanceView Profile, Evelyn HartwellWilliam LynchInvestment Banking AnalystView Profile, William Lynch