Account Type******* ****Account Owner***** ********Account Opps/Deals******** ********Closed Won • Dec 24****K $Closed
****** ***Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Northwestern MutualJr AccountantAug 23 - PresentCreative Financial NetworkFinancial StrategistMay 23- Aug 23
Merrilee HortonQuick Books Certified Pro Advisor OwnerView Profile, merrilee hortonAdam ErusalimskyInvestment ManagerView Profile, adam erusalimskyDavid GomezInsurance DirectorView Profile, david gomez