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 MutualAssociate Wealth Management Advisor / Director of Investments & PlanningSep 17 - PresentSagepoint FinancialRegistered Representative / AssistantDec 14- Sep 17Edwin Watts GolfKey Holder / Expert Club Fitter / Sales AssociateSep 12- Feb 16
Warren PenningtonPrincipal Investment Management Fintech StrategiesView Profile, warren penningtonPaul HellmanCertified Financial PlannerView Profile, paul hellmanTobias BannerSenior Controller FinanceView Profile, tobias banner