Account Type******* *******Account Owner******* *******Account Opps/Deals*** *******Closed Won • Jul 24***K $Closed
*** ****Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Sconset Wealth ManagementDirector of Insurance and Client ServicesOct 22 - PresentNorthwestern MutualDirector of Insurance and Client ServicesMar 06- Dec 22
Mcleod AbbottRevenue Strategy OperationsView Profile, mcleod abbottKelly NelsonAssociate Director Of OperationsView Profile, kelly nelsonDaniel GonenBranch ManagerView Profile, daniel gonen