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
Principal Asset ManagementWealth SalesApr 21 - PresentPrincipal Financial GroupAdvised Solutions Consultant Oct 04- Apr 21
Michele McfarlaneOphthalmology Account ExecutiveView Profile, michele mcfarlanePeter ConsalazioSenior Oncology Account SpecialistView Profile, peter consalazioColleen NeilsonMortgage Protection AdviserView Profile, colleen neilson