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
J P MorganVice President - InvestmentsFeb 21 - PresentNorthwestern MutualFinancial RepresentativeMay 19- Jan 20
Paul MuellerFinancial Services LeaderView Profile, paul muellerJason WeaverSenior Director Investment Operations Workplace Savings Retirement SolutionsView Profile, jason weaverSteve LacommareSenior Vice President FinanceView Profile, steve lacommare