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 MutualSr. Director Client Services Jan 02 - PresentU S BankFinancial Intermediary RepJan 00- Jan 02
Jason AnnunziataDirector Customer OperationsView Profile, Jason AnnunziataLisa WeisbergCopy DirectorView Profile, Lisa WeisbergTrish HenryDirector Customer Success Key AccountsView Profile, Trish Henry