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 MutualDirector of Operations and Associate Financial AdvisorSep 15 - PresentCicis PizzaShift LeaderApr 08- Aug 15State StreetInsuranceServices- Cash Team 1 InternJan 14- May 14
Elyssa KeaneSenior Analyst Legal Entity ControllersView Profile, Elyssa KeaneDavid WrobelFinancial Planner At TD Wealth Financial PlanningView Profile, David WrobelRick LetoAccount Executive Financial ServicesView Profile, Rick Leto