Account Type**** ******Account Owner****** *******Account Opps/Deals***** *******Closed Won • Feb 25***K $Closed
******** ******Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Northwestern MutualAssociate Financial RepresentativeDec 16 - PresentBernstein Private Wealth ManagementPrivate Client CoordinatorApr 15- Sep 15Ogletree DeakinsOffice & Paralegal AssistantMay 14- Feb 15
David AmbroseControllerView Profile, David AmbroseThomas BonijolAssociate Portfolio ManagerView Profile, Thomas BonijolThomas NeumuthCFOView Profile, Thomas Neumuth