Account Type***** *****Account Owner****** ****Account Opps/Deals******** *****Closed Won • Jan 25****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
One Pacific Financial Insurance Solutions LlcFinancial RepresentativeAug 24 - PresentNorthwestern MutualFinancial RepresentativeSep 23- Aug 24Carsdirect ComAccount ExecutiveJun 23- Oct 23
Janie NguyenAssociate Studio Financial Planning And AnalysisView Profile, Janie NguyenLee MontgomeryStaff AccountantView Profile, Lee MontgomeryMelissa DmelloPrivate BankView Profile, Melissa Dmello