Account Type***** ***Account Owner****** ******Account Opps/Deals*** ***Closed Won • Nov 24***K $Closed
******** *****Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
CaptrustAccount Manager - Advice & WellnessApr 12 - PresentNorthwestern MutualInvestment Coordinator for Gary Holvick Jr. CFP, CLU, ChFCAug 10- Apr 12Oakland County Michigan GovernmentCertified Jeff Ellis LifeguardMay 05- Sep 08
Alex DaiSolutions SpecialistView Profile, alex daiCaroline GrassoDirector Advisor SalesView Profile, caroline grassoMike TruongOwner SalesView Profile, mike truong