Account Type*** ******Account Owner**** ****Account Opps/Deals****** *******Closed Won • Mar 25**K $Closed
***** ***Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Teacher Retirement ComPension and Retirement SpecialistJun 24 - PresentGenerational Wealth ConceptsLife Insurance AgentAug 20 - Present
Daniel DiazAccounting ManagerView Profile, Daniel DiazBeverly CaluzaDeal DeskView Profile, Beverly CaluzaAaron LeoneFinancial Operations Audit AnalystView Profile, Aaron Leone