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
Principal Financial GroupRegional Vice PresidentDec 22 - PresentCps Insurance ServicesAnnuity External Sales & Marketing ManagerMar 14- Nov 22MetlifeSr. Internal WholesalerFeb 03- Feb 14
David MooreExecutive MemberView Profile, David MooreLiz NeeleyExecutive DirectorView Profile, Liz NeeleyTracy WheelerExecutive DirectorView Profile, Tracy Wheeler