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
Northstar Wealth NavigationAssociate Lead AdvisorApr 22 - PresentNorthwestern MutualAssociate Lead AdvisorApr 22 - PresentBelpointeDirector Of InsuranceOct 20- Apr 22
Joel MakiBusiness Analysis Senior Manager Commercial OptimizationView Profile, Joel MakiSarah CollinsStrategic Projects Alliances LeadView Profile, Sarah CollinsJason J WestStrategy LeadView Profile, Jason J West