Account Type******** ****Account Owner******** ****Account Opps/Deals******* ****Closed Won • Mar 25**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
M Financial GroupManager, Insurance Consulting & Case DesignMar 22 - PresentLion StreetInternal Wholesaler - Institutional SalesApr 21- Mar 22John HancockDirector, Sales SupportApr 15- Apr 21
Jessica WhiteSr Analyst Retirement ServicesView Profile, Jessica WhiteCory GottoSenior Banking OfficerView Profile, Cory GottoLisa Mooncat StormlerSenior Manager Accounting Outsourcing OperationsView Profile, Lisa Mooncat Stormler