Account Type******* ********Account Owner***** ***Account Opps/Deals****** *****Closed Won • Apr 25***K $Closed
**** ***Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
MassmutualRegulatory Operations Consultant at MassMutualMar 07 - PresentNorthwestern MutualAgency Investment Operations and Assistant to the Investment SpecialistJan 06- Mar 07Ameriprise Financial Services LlcFinancial AdvisorOct 03- Jul 05