Account Type*** *******Account Owner***** *******Account Opps/Deals******* ***Closed Won • Oct 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
Jesse FunesSenior Vice President Of Financial Planning AnalysisView Profile, jesse funesMaggie WhiteChief Operating OfficerView Profile, maggie whiteRobustiano TubioChief Financial OfficerView Profile, robustiano tubio