Account Type****** *******Account Owner*** ***Account Opps/Deals******** ****Closed Won • Nov 24***K $Closed
******** ***Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
EmpowerSenior Wealth AdvisorMar 22 - PresentT Rowe PriceHigh Net Worth Financial ConsultantJan 19- Mar 22Goldman Sachs AycoClient Analyst & General Securities PrincipalMar 08- Jun 18
Beth SeavoyAssurance SeniorView Profile, beth seavoyMichael LaffanDirector Of Finance And OperationsView Profile, michael laffanAndrey ShmotolochaSenior Audit AssociateView Profile, andrey shmotolocha