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
Fidelity InvestmentsRetirement PlannerAug 22 - PresentMerrill LynchMerrill Financial Solutions Advisor-Assistant Vice PresidentAug 20- Aug 22New York Life Insurance CompanyAgent and Registered RepresentativeApr 16- Aug 20
Anne LorangerChief Compliance OfficerView Profile, Anne LorangerAlcian Williams JamesTraining ManagerView Profile, Alcian Williams JamesJennifer NovoaHuman Resources Information System SpecialistView Profile, Jennifer Novoa