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
Axiom Wealth Management Northwestern MutualFounding Partner and Private Wealth AdvisorAug 20 - PresentNorthwestern MutualManaging DirectorOct 13 - PresentUniversity Of TennesseeDirector of Video ScoutingJul 08- Aug 13
Danny ShefferWealth Management Trust Tax Services LeaderView Profile, Danny ShefferSarah LawsonSenior Staff AccountantView Profile, Sarah LawsonMelanie TurnerSr Finance Associate At Pico MESView Profile, Melanie Turner