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
AicpaDirector, Personal Financial PlanningJan 07 - PresentNew England FinancialManager, Pension Plan Administration & MarketingApr 95- Jul 98Prudential FinancialSalesNov 92- Apr 95
Luke NylandDirector Investment ManagementView Profile, Luke NylandSara CaseyDirector NAV LendingView Profile, Sara CaseyLee CampbellManaging Director Head Of Accounting Policy Financial DiligenceView Profile, Lee Campbell