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
ThriventVP, Head of Advice & Planning SolutionsApr 22 - PresentU S BankVice President, Strategic Financial InitiativesJan 21- Apr 22Northwestern MutualVice President & AdvisorJun 16- Sep 20
Carolina Stoll LuttmannSVP Client OfficerView Profile, Carolina Stoll LuttmannDebra LawlessExecutive Director Client Success ManagementView Profile, Debra LawlessAdam OhaireVice President Customer Experience EngagementView Profile, Adam Ohaire