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
Edward JonesFinancial AdvisorJul 24 - PresentPacific LifeAssistant Vice President: Digital Distribution and PartnershipsMar 10- Mar 24MassmutualAssistant Vice PresidentJun 05- Mar 10
Bethany StaffHead Of FinanceView Profile, Bethany StaffBecky ShawAccounting DirectorView Profile, Becky ShawJonathan MillerAdvisor Residential Real Estate FundView Profile, Jonathan Miller