Account Type***** *****Account Owner***** ********Account Opps/Deals****** *****Closed Won • Oct 24***K $Closed
******** ***Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Prudential FinancialFinancial AdvisorApr 14 - PresentMetlifeAgency Sales DirectorMar 08- Apr 14Principal Financial GroupAgentJan 04- Jun 06
Anna WeirAssociate Portfolio ManagerView Profile, anna weirDaniel MurphyFinancial AccountantView Profile, daniel murphyJon VencillTax AccountantView Profile, jon vencill