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
Wealth Advisory Group LlcDirector of New BusinessApr 12 - PresentThe HartfordSales Support AssistantApr 11- Apr 12New York Life Insurance CompanyRelationship Management ConsultantApr 99- Apr 11
David DesbordesCo Founder Managing DirectorView Profile, David DesbordesLisa EvansSenior Web ManagerView Profile, Lisa EvansJoel HyattChairman Chief Executive Officer And Co FounderView Profile, Joel Hyatt