Account Type******** ****Account Owner***** *******Account Opps/Deals******* ***Closed Won • Feb 25**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
Atharva MoreFinance Trade Reconciliation SpecialistView Profile, Atharva MoreRicky BuiFinance DirectorView Profile, Ricky BuiTammy UnderwoodAccountantView Profile, Tammy Underwood