Account Type****** ***Account Owner**** ****Account Opps/Deals**** ******Closed Won • Aug 24****K $Closed
**** ***Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Prudential FinancialFinancial ProfessionalNov 23 - PresentNew York Life Insurance CompanyAgent with New York LifeDec 20- Nov 23Tax Technologies IncProject ManagerSep 15- Dec 20
Henry AtwellSr Financial Planning AnalystView Profile, henry atwellLucy McquilkenStrategic Financial ConsultantView Profile, lucy mcquilkenBeth Quenzel ShirmanControllerView Profile, beth quenzel- shirman