Account Type**** *****Account Owner*** ***Account Opps/Deals****** *******Closed Won • Dec 24***K $Closed
***** ***Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Pgim InvestmentsRegional Vice PresidentFeb 12 - PresentLincoln FinancialInternal Sales ConsultantAug 03- Aug 06Merrill LynchFinancial AdvisorSep 01- Jul 03
Sara LiebermanAssociate Vice PresidentView Profile, sara liebermanCasey KipferChief Fintech OfficerView Profile, casey kipferAriel GrossVP FinanceView Profile, ariel gross