Account Type***** ******Account Owner******* ********Account Opps/Deals******** *******Closed Won • May 25****K $Closed
*** *******Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
ConcurrentDirector of Retirement Plan ServicesMay 23 - PresentCommonwealth Financial NetworkRetirement Sales ConsultantOct 14- Oct 18Independent Benefit ServicesDirector of InvestmentsFeb 10- Oct 14