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
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
Leanna MartinHuman Resources Generalist Office AdministratorView Profile, Leanna MartinWill DeerSelf Employed ConsultantView Profile, Will DeerKayla KoziaraExperienced Hire Recruiter Supervisor AssociateView Profile, Kayla Koziara