Account Type******** *******Account Owner**** *******Account Opps/Deals**** ********Closed Won • Nov 24****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
TiaaSenior Director, Wealth Sales & Solutions Coaching Regional ManagerJun 24 - PresentCitizensSVP, Wealth High Net Worth National ManagerSep 22- Jun 24Wells Fargo Private BankVP, Private Wealth AdvisorNov 19- Sep 22
Alex MurphyFounding Account ExecutiveView Profile, alex murphyGregory TruskowskiManaging Sales Director Midwest Region Group Legal InsuranceView Profile, gregory truskowskiConnie BrownRegional Director Of Sales And MarketingView Profile, connie brown