Account Type***** *******Account Owner**** ******Account Opps/Deals***** ****Closed Won • Mar 25****K $Closed
**** *******Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
MetlifeNational Account ExecutiveOct 10 - PresentChaseVice President - InvestmentsJun 09- Sep 10The HartfordAdvanced Tax Strategy and Estate PlanningMay 08- Jun 09