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
Itasca WealthDirector of OperationsJul 23 - PresentNorthwestern MutualDirector of OperationsFeb 13- Jul 23
Loura CoxRegional DirectorView Profile, Loura CoxLee BauerCampus Director Christ Greenfield GilbertView Profile, Lee BauerMike IonescuDirectorView Profile, Mike Ionescu