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
ElementsCEOAug 20 - PresentDentist AdvisorsFounderOct 07 - PresentNorthwestern MutualFinancial AdvisorJan 04- Oct 07
David RosenbaumChairpersonView Profile, David RosenbaumSteven KhadaviPartnerView Profile, Steven KhadaviNatalie RenganeschiDeputy DirectorView Profile, Natalie Renganeschi