Account Type******** ****Account Owner**** ****Account Opps/Deals******* *******Closed Won • Oct 24**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
Sian BatesAssistant AccountantView Profile, sian batesHunter BoothInvestment Banking AnalystView Profile, hunter boothBrooke PalmerStaff AccountantView Profile, brooke palmer