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
Service Champions Heating And Air Conditioning NorcalQuality Assurance Project ManagerAug 17 - PresentNew York Life Insurance CompanyLicensed AgentOct 17- Oct 18Morgan StanleyWealth Advisory AssociateJul 16- Oct 16