Account Type******* ********Account Owner****** ********Account Opps/Deals******* *****Closed Won • Jan 25***K $Closed
******* ******Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Sun LifeUnit Manager | Licensed Financial AdvisorJun 19 - PresentJaq Business SolutionsLead Generation Specialist & Appointment SetterMar 17 - PresentKeller WilliamsLead Generation & Inside Sales SpecialistJul 17- Sep 18
Meori AmpeliAdv CPAView Profile, Meori AmpeliOdran RochfordDirector Investment AdvisorView Profile, Odran RochfordFred GrumittPortfolio ManagerView Profile, Fred Grumitt