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
Next Financial GroupCERTIFIED FINANCIAL PLANNER™Nov 08- Aug 15ValicCERTIFIED FINANCIAL PLANNER™Oct 04- Oct 08AmeritasCERTIFIED FINANCIAL PLANNER™Apr 97- Oct 04
Mark Brown FrsaDirectorView Profile, Mark Brown FrsaJonathan BarrieSenior Learning DesignerView Profile, Jonathan BarrieMaudleen JobomeProduct Data Catalogue AdminView Profile, Maudleen Jobome