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
First InterstateWealth Management AdvisorSep 23 - PresentTrustageDivisional Sales Director, North Division of TruStage Annuities (formerly CUNA Mutual Group)May 23- Sep 23Cuna Mutual GroupDivisional Sales Manager - Western DivisionAug 17- Nov 20
Jennifer HynesCorporate ControllerView Profile, Jennifer HynesLuke HealyVP Global Relationship Manager Funds Invest OpsView Profile, Luke HealyValentina SarovaFinancial ControllerView Profile, Valentina Sarova