Account Type**** ******Account Owner*** ***Account Opps/Deals**** ***Closed Won • Nov 24****K $Closed
**** ****Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Northwestern MutualFinancial RepresentativeJan 23 - PresentE Trade From Morgan StanleySenior Relationship ManagerJan 21- Jan 23New York Life Insurance CompanyLicensed AgentJan 19- Jan 21
Jono YapAssociate Director Financial Planning AnalysisView Profile, jono yapKevin WuAssociateView Profile, kevin wuRosty HomotovDirector Of FinanceView Profile, rosty homotov