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 WealthRegistered Client Relationship SpecialistFeb 20 - PresentNorthwestern MutualAssociate Wealth Management AdvisorAug 14- Feb 20TransamericaRetirement Projects Consultant - OutsourcingMay 08- Aug 14
Kerry ChowCustomer Representative TrainerView Profile, kerry chowKirsty RobertsonSupport ManagerView Profile, kirsty robertsonHeather BissellInterim Vice President Customer CARE FraudView Profile, heather bissell