Account Type******** ***Account Owner**** ***Account Opps/Deals******** ***Closed Won • Aug 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
Brian KaredesSenior Sales DirectorView Profile, brian karedesCarolyn MellorChief Growth OfficerView Profile, carolyn mellorHeather ModineManaging Vice President Global Sales And ServiceView Profile, heather modine