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
Wealth Advisory Group LlcDirector of New BusinessApr 12 - PresentThe HartfordSales Support AssistantApr 11- Apr 12New York Life Insurance CompanyRelationship Management ConsultantApr 99- Apr 11
Daniela KellyChief Admin OfficerView Profile, daniela kellyRobert KrajewskiBoard MemberView Profile, robert krajewskiJuan Jesus CubilloBusiness Unit ManagerView Profile, juan jesus cubillo