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
Serenia Life FinancialNational Recruitment AdvisorApr 22 - PresentEdward JonesBOA / Advisor GrowthJan 04- Sep 20TdFinancial AdvisorFeb 99- Dec 03
Dallin FramptonEmployee Benefits ConsultantView Profile, Dallin FramptonAlec BorlinSenior Executive Recruiter Direct Hire ConsultingView Profile, Alec BorlinOwain CollinsHealth And Well BeingView Profile, Owain Collins