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
Edward JonesDirector, Branch MarketingMar 16 - PresentVanguardAnnuity and Insurance Services ManagerMar 10- Mar 16
Lee PeretzDirector Of Marketing Business DevelopmentView Profile, Lee PeretzChristine RayManager Meeting PlanningView Profile, Christine RayTracey OngMarketing Program ManagerView Profile, Tracey Ong