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
MassmutualWealth Strategist, External WholesalerApr 23 - PresentNorthern Trust Asset ManagementRegional Market SpecialistMay 21 - PresentNorthern TrustBusiness Development AssociateApr 18- May 21
Kim Phung PhamProjektleiterin Asset Management ZKBView Profile, Kim Phung PhamJames LockwoodSenior Director FP AView Profile, James LockwoodMireia Sanchez FernandezAccounts Receivable SpecialistView Profile, Mireia Sanchez Fernandez