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
Allstate Financial Services LlcPersonal Financial RepresentativeSep 04 - PresentLinsco Private LedgerPrincipal OwnerOct 03- Sep 04Northwestern MutualFinancial AdvisorOct 01- Oct 03
Meira Schulman FerzigerShareholderView Profile, Meira Schulman FerzigerMary ChenFinance ManagerView Profile, Mary ChenTracy DasBilling SpecialistView Profile, Tracy Das