Account Type*** ****Account Owner***** *****Account Opps/Deals****** ****Closed Won • Mar 25**K $Closed
******** ****Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Mutual Of OmahaSVP, Income and Wealth PlanningJun 09 - PresentLincoln FinancialSr Actuarial AssistantJan 07- May 09