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
Ash BrokerageVice President - RetirementMar 01 - PresentLincoln FinancialVariable Annuity MarketingMay 97- Mar 01
Amitai TamirVP FinanceView Profile, Amitai TamirAndrea McbrideSenior Vice President Wealth Management TechnologyView Profile, Andrea McbrideDominique HighfieldChief Financial OfficerView Profile, Dominique Highfield