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
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
Mitul MakavanaAssociate DirectorView Profile, Mitul MakavanaJason ZivkovicTransactional Risk DirectorView Profile, Jason ZivkovicNiklas ValfridssonHead Of FinanceView Profile, Niklas Valfridsson