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
Principal Asset ManagementDirector National Sales, PFN- Principal Asset ManagementJan 08 - PresentPrincipal Financial GroupBroker Dealer CounselorMay 06- Jan 07
William WorleyRegional Sales DirectorView Profile, William WorleySusanna Boman HughesDigital Sales DirectorView Profile, Susanna Boman HughesAdam GerstelSenior Director Of Sales InternationalView Profile, Adam Gerstel