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
Carson WealthWealth AdvisorAug 23 - PresentFai Wealth ManagementLead AdvisorFeb 17- Oct 23Northwestern MutualFinancial Representative AssistantJun 15- Aug 15
Sally ElmerFinance Transformation Lead People FocusView Profile, Sally ElmerJosh TrupInvestment TeamView Profile, Josh TrupPeter ThorsenSenior Finance ConsultantView Profile, Peter Thorsen