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
Streamline WealthPartner, Wealth AdvisorFeb 24 - PresentCapstone Financial LlcFinancial AdvisorAug 10- Feb 24Liberty Mutual InsuranceSales RepresentativeSep 04- Jul 10
Elizabeth HomerControllerView Profile, elizabeth homerGraham GeeInternal Audit ManagerView Profile, graham geeMaeve McconnonHead Of Department International Financial Services DivisionView Profile, maeve mcconnon