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
Bleakley Financial GroupChief Growth OfficerJan 25 - PresentBny PershingRegional Director, Strategic Sales & RIA StrategySep 10- Nov 24Axa UsRetirement Planning SpecialistJul 08- Sep 10
Dave BaranChief Executive OfficerView Profile, Dave BaranJud KennedyChief Growth OfficerView Profile, Jud KennedyDaniel FeavelChief Executive OfficerView Profile, Daniel Feavel