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
Carson WealthRegistered Client Relationship SpecialistFeb 20 - PresentNorthwestern MutualAssociate Wealth Management AdvisorAug 14- Feb 20TransamericaRetirement Projects Consultant - OutsourcingMay 08- Aug 14
Allan StrettonRegional Customer Supply ManagerView Profile, Allan StrettonMichael GregoryCustomer Care DirectorView Profile, Michael GregoryRudolf WGeneral Manager Customer Service EuropeView Profile, Rudolf W