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