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 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
Andrew Ross KleinSenior Solar Director Roofing Area ManagerView Profile, andrew ross kleinRon WiederFull Stack DeveloperView Profile, ron wiederLaura CamuelBusiness Development ManagerView Profile, laura camuel