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
CaptrustClient Management Consultant, Wealth Client ServiceDec 20- Nov 24Northwestern MutualAssociate Financial RepresentativeMar 11- Feb 20
Zach WoosterDirector Of Customer SupportView Profile, zach woosterEileen WeeVP Head Of Customer DeliveryView Profile, eileen weePascal BlierCall Center Manager Directeur De SuccursaleView Profile, pascal blier