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
Pacific LifeHead of Business DevelopmentMay 20 - PresentPrudential FinancialSenior Investment Solutions Associate - Product Strategy & Development ManagerApr 11- May 20PncLicensed Financial Consultant Jul 10- Apr 11
Charlotte ClarkeMid Market Account ExecutiveView Profile, Charlotte ClarkeMorgan AndreasSales Operations AnalystView Profile, Morgan AndreasMartin TubbsClient PartnerView Profile, Martin Tubbs