Account Type****** ******Account Owner****** ********Account Opps/Deals***** ******Closed Won • Mar 25***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Itasca WealthDirector of OperationsJul 23 - PresentNorthwestern MutualDirector of OperationsFeb 13- Jul 23
Callum MckerrellDirector Of OperationsView Profile, Callum MckerrellAndrew VardaroDirector Of OperationsView Profile, Andrew VardaroPeter MosesSenior Managing DirectorView Profile, Peter Moses