Account Type******* ***Account Owner*** ****Account Opps/Deals**** ***Closed Won • Aug 24****K $Closed
******* ****Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Northwestern MutualFinancial Planning ProfessionalJan 23 - PresentE Trade From Morgan StanleySenior Relationship ManagerJan 21- Dec 23New York Life Insurance CompanyLicensed AgentJan 19- Dec 21
Yen LeSenior Payroll OfficerView Profile, yen leAdrian DaviesAdrian Davies Experience Financial Planning Partner PracticeView Profile, adrian daviesAshley MaltempoPrincipal Financial Analyst Product FinanceView Profile, ashley maltempo