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
Compedge Financial ServicesOwner and PresidentApr 05 - PresentTransamericaRegional Vice PresidentJun 98- Aug 00Aetna A Cvs Health CompanyEstate and Business Continuation PlannerApr 83- Oct 91