Account Type*** ***Account Owner***** *******Account Opps/Deals******* ********Closed Won • Mar 25****K $Closed
******** ***Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
EquitableRegional Vice PresidentJan 21 - PresentGallagherRetirement Plan ConsultantSep 19- Jan 21Prudential FinancialRetirement CounselorOct 14- Sep 19