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
Lpl FinancialVice President DistributionAug 22 - PresentPacific LifeAVP, Life Internal Sales DeskFeb 11- Aug 22State FarmFinancial Services TrainerJan 09- Feb 11
Kathy OrrSenior Vice President And New Jersey Practice LeaderView Profile, Kathy OrrJames MeleVice President Core Systems OperationsView Profile, James MeleBen EmeighVP Of OperationsView Profile, Ben Emeigh