Account Type****** ******Account Owner*** ********Account Opps/Deals**** *******Closed Won • Jan 25****K $Closed
*** *****Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Legacy Financial Group Northwestern MutualPartner & Wealth Management Advisor Jan 99 - PresentNorthwestern MutualFinancial RepresentativeOct 99 - PresentSaeManager of ExtensionJan 96- Jan 99
Sara McdermottRevenue AccountantView Profile, Sara McdermottKyle FelterHead Of Finance And AccountingView Profile, Kyle FelterTim DowningCPA OwnerView Profile, Tim Downing