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
Turning Point Financial Northwestern MutualAssociate Financial Representative, Investment OperationsApr 24 - PresentChildrens Specialized HospitalFamily Advisory CouncilOct 09- May 12Prestige Wealth Management GroupOperations ManagerJul 02- Feb 04
Nicole JordanAssistant Director Financial Reporting And FP AView Profile, Nicole JordanRolf PortmannController Finanzen StabeView Profile, Rolf PortmannAllysa RobaroAccounting Program ManagerView Profile, Allysa Robaro