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
Sentry Hill Financial Advisors Northwestern MutualDirector of Insurance OperationsDec 22 - PresentNorthwestern MutualDirector of Operations and Client ServicesSep 21- Oct 22Raymond JamesSenior Client Service AssociateSep 16- Sep 21
Claire AckermanDirector Of OperationsView Profile, claire ackermanDaniel DugganOperations Manager AIView Profile, daniel dugganAbraham OrozcoVP Of Distribution And AuditingView Profile, abraham orozco