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
Dpl Financial PartnersRegional Vice President, Member SuccessMay 22 - PresentNorthwestern MutualFinancial RepresentativeJan 19- Dec 21
Steve GregoireVice President Client AlignmentView Profile, Steve GregoireAllan LongExecutive Vice President Client Services ConsultingView Profile, Allan LongJohn LofySVP Customer SuccessView Profile, John Lofy