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 MutualVice President Head of Business Operations and Controls - Wealth and Investment ManagementJul 22 - PresentWells FargoManaging Director: Head of Asset Movement for Wealth and Investment ManagementDec 19- Jul 22Wells Fargo AdvisorsManaging Director: Division Leader Packaged Product Operations and Client OnboardingOct 14- Dec 19
Jeff ShaverChief Financial OfficerView Profile, jeff shaverAndrew MunkChief Accounting OfficerView Profile, andrew munkTrevor GreeneChief Financial OfficerView Profile, trevor greene