Account Type******** ********Account Owner***** ****Account Opps/Deals***** *****Closed Won • Dec 24***K $Closed
******* ******Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Carson WealthWealth AdvisorAug 23 - PresentNorthwestern MutualFinancial Representative AssistantJun 15- Aug 15
Stefan MindenCFOView Profile, stefan mindenEric JohnsonAssociateView Profile, eric johnsonMychal KassFinancial Planning And Analysis ManagerView Profile, mychal kass