Account Type******* ******Account Owner***** ***Account Opps/Deals***** ***Closed Won • Feb 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
Ed SpauldingAVP Customer ExperienceView Profile, Ed SpauldingMark WeilandVP Customer Success And ServicesView Profile, Mark WeilandGeoffrey SorbelloManaging Director Of EngagementView Profile, Geoffrey Sorbello