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
Northwestern MutualJr AccountantAug 23 - PresentCreative Financial NetworkFinancial StrategistMay 23- Aug 23
Samantha PerkinsOperations LeadView Profile, Samantha PerkinsDavid MackayManager Of FP AView Profile, David MackayPatrick HerringUS ControllerView Profile, Patrick Herring