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
True Wealth PartnersPartner & Wealth Management AdvisorJan 22 - PresentNorthwestern MutualManaging DirectorJan 13 - Present
Kunal DesaiHead Of FinanceView Profile, kunal desaiRichard StuckeyFund ManagerView Profile, richard stuckeyVictoria HeldtCo Founder And CFOView Profile, victoria heldt