Account Type****** *****Account Owner**** ********Account Opps/Deals****** ***Closed Won • Nov 24**K $Closed
**** ******Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Carson WealthRegistered Client Relationship SpecialistFeb 20 - PresentNorthwestern MutualAssociate Wealth Management AdvisorAug 14- Feb 20TransamericaRetirement Projects Consultant - OutsourcingMay 08- Aug 14
David RussellCustomer Relations ManagerView Profile, david russellSerena BentleyConciergeView Profile, serena bentleyNorma SernaAssistant Global Customer EducationView Profile, norma serna