Account Type******* ********Account Owner****** *****Account Opps/Deals*** ***Closed Won • Jan 25**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
Skip MangumVice President Account ManagementView Profile, Skip MangumJeremy KannVice President Global Partnerships Asia PacificView Profile, Jeremy KannSarah FirquinLife Event Services ExecutiveView Profile, Sarah Firquin