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
CaptrustClient Management Consultant, Wealth Client ServiceDec 20- Nov 24Northwestern MutualAssociate Financial RepresentativeMar 11- Dec 19
Rebecca LawrenceCustomer Services ManagerView Profile, Rebecca LawrenceNatalie JacobsenCustomer Service RepresentativeView Profile, Natalie JacobsenGeorge TiltCustomer Benefit AdvisorView Profile, George Tilt