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
Sageview Advisory GroupVice President, OperationsJun 21 - PresentLincoln FinancialVP, Agent Compensation and ContractingJan 01- Jan 20
Noah Wizer VecchiVice President Agency OperationsView Profile, Noah Wizer VecchiKathleen EdgeExecutive Vice President Operations OfficerView Profile, Kathleen EdgeAllie RayVice President OperationsView Profile, Allie Ray