Account Type******** ****Account Owner***** ***Account Opps/Deals***** ****Closed Won • Aug 24**K $Closed
***** *******Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Torque Financial Group Northwestern MutualDirector of Insurance Operations and ServicesJan 22 - PresentNorthwestern MutualAssociate Wealth Management Advisor (AWMA)Jan 22 - PresentFidelity InvestmentsInvestment Solutions RepresentativeSep 20- Aug 21
Erin TullyBookkeeperView Profile, erin tullyMichael MaglioWealth Management InternView Profile, michael maglioEllen MansonAssociate FinanceView Profile, ellen manson