Account Type****** ****Account Owner******* *****Account Opps/Deals*** ****Closed Won • Oct 24***K $Closed
******** *****Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Guidant FinancialRetirement Plan SpecialistJan 19 - PresentCxloyaltyLead Agent SupervisorMar 99- Dec 18
Alisdair ReidSenior Analyst FinanceView Profile, alisdair reidDaniel HillGlobal Financials AnalystView Profile, daniel hillNicholas TeachoutSecurities ExaminerView Profile, nicholas teachout