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
Logix Financial ServicesVice President, Brokerage and Insurance SalesMar 23 - PresentNorthwestern MutualChief Growth Officer and Director of Financial PlanningOct 10- Mar 23Morgan StanleyVice President, Financial AdvisorAug 97- Aug 05
Kyle HollingsworthVP Enterprise SalesView Profile, kyle hollingsworthCarsten BuschChief Revenue Officer CROView Profile, carsten buschCraig RichVice President Of SalesView Profile, craig rich