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
Northwestern MutualManager - Investment Client Services - Asset MovementSep 18 - PresentWells FargoLearning & Development FacilitatorFeb 13- Sep 18Harbour Investments IncInternMay 08- Jun 09
Francesca PalmeriHead Of Controlling And FP AView Profile, Francesca PalmeriMichael FisherClaims ControllerView Profile, Michael FisherJim CunniffFinancial AdvisorView Profile, Jim Cunniff