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
Katie WagnerSVP Client ServicesView Profile, Katie WagnerStephanie ZurcherSenior Director Client ManagementView Profile, Stephanie ZurcherEmily TraxlerVice President Of Customer SuccessView Profile, Emily Traxler