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
TdEstate Planning AdvisorAug 23 - PresentEmpire LifeManager, National AccountsApr 16- Aug 23Financial HorizonsFinancial AdvisorNov 08- Apr 16
Aaron HobbsProcurement And SourcingView Profile, aaron hobbsDavid DiazLimited PartnerView Profile, david diazTrey AlleyAuctioneer RealtorView Profile, trey alley