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
ThriventFinancial AdvisorNov 24 - PresentEdward JonesFinancial AdvisorJun 22- Oct 23Northwestern MutualInsurance and financial associateSep 20- Jan 21
Ralf SpielbergerCFOView Profile, Ralf SpielbergerDaniel EllisFractional Financial ControllerView Profile, Daniel EllisZachari ValerioMortgage SpecialistView Profile, Zachari Valerio