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
True Wealth PartnersPartner & Wealth Management AdvisorJan 22 - PresentNorthwestern MutualManaging DirectorJan 13 - Present
Roger OrtizVP FinanceView Profile, roger ortizFrancesca JamesFinance Systems ManagerView Profile, francesca jamesJ Michael HafnerSenior Advisor Finance M A The Executive OfficeView Profile, j michael hafner