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
Prudential FinancialVice President, Advanced Planning, Individual Life Insurance, at PrudentialMay 14 - PresentFirst Niagara BankPersonal Financial AssociateAug 11- Sep 12MetlifeFinancial PlannerJan 09- Aug 11
Joe BertagnaSenior Vice President Of SalesView Profile, Joe BertagnaTom HeffernanVP Of SalesView Profile, Tom HeffernanJoe DefranceVP Of SalesView Profile, Joe Defrance