Account Type*** *******Account Owner*** ******Account Opps/Deals*** ***Closed Won • Jan 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
Jake HoweInvestment BankingView Profile, Jake HoweRobin DunnAssociate DirectorView Profile, Robin DunnJennifer WinnieAssociate DirectorView Profile, Jennifer Winnie