Account Type******* *******Account Owner****** ********Account Opps/Deals******* *****Closed Won • Oct 24****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
David AndersonPrivate Wealth ManagerView Profile, david andersonYvonne LindnerAsset ManagementView Profile, yvonne lindnerCarey LampelTax Strategist Tax Professional Tax Preparer And Planner Tax Accountant LL M CPA StaffView Profile, carey lampel