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
Capital Investment Management Inc CimiRegional Vice President / WholesalerJan 17 - PresentThe Leaders Group IncRegisted RepresentativeJan 18 - PresentGlobal Atlantic Financial GroupRegional Vice President / WholesalerJul 13- Mar 16
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