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
OsaicSales Supervision ManagerJun 23 - PresentAdvisor GroupSales Supervision Manager at Advisor GroupJan 18- Aug 23Signator Investors IncOperations Principal at John Hancock Financial NetworkNov 14- Jan 18
Kane San MiguelEnterprise AccountsView Profile, Kane San MiguelGreg BalianRegional Sales DirectorView Profile, Greg BalianTeresa DuarteE Commerce SMB ManagerView Profile, Teresa Duarte