Account Type****** ***Account Owner*** *****Account Opps/Deals***** ********Closed Won • Oct 24***K $Closed
******** *****Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Northwestern MutualAssociate Wealth Management Advisor (AWMA)Jan 22 - PresentFidelity InvestmentsInvestment Solutions RepresentativeSep 20- Aug 21New York Life Insurance CompanyFinancial RepresentativeMay 19- Sep 20
Jenna BlackwoodFinancial And Accounting CoordinatorView Profile, jenna blackwoodNic BalaticoFinance AssistantView Profile, nic balaticoPollyana PortoAdministrativo FinanceiroView Profile, pollyana porto