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
Experior Financial GroupLife Insurance SpecialistApr 24 - PresentY UfinancialLife Insurance SpecialistMar 24 - PresentNortheast Planning Group Inc Northeast Producers Group IncLife Insurance SpecialistFeb 23 - Present
Liana RodriguezIncoming Private Equity Summer AnalystView Profile, Liana RodriguezItay LinkVP Of FinanceView Profile, Itay LinkSharon SoodAssociate DirectorView Profile, Sharon Sood