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
ConcurrentDirector of Retirement Plan ServicesMay 23 - PresentCommonwealth Financial NetworkRetirement Sales ConsultantOct 14- Oct 18Independent Benefit ServicesDirector of InvestmentsFeb 10- Oct 14
Hai PhamAssociateView Profile, Hai PhamCaine WeinerAccounts Receivable Management SpecialistsView Profile, Caine WeinerSunny BhatiaBankingView Profile, Sunny Bhatia