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
Northwestern MutualFinancial Planning and Operations ManagerJun 21 - PresentThe Quaresma Group LlcChief Operating OfficerApr 17- Jul 20Rental Housing Alliance OregonAdministrative AssistantJul 16- Apr 17
Michelle GrayFinancial AdvisorView Profile, Michelle GrayMegan McdonaldPersonal BankerView Profile, Megan McdonaldTim LeeFinance Accounting AnalystView Profile, Tim Lee