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
MassmutualInvestment Operations DirectorMar 17 - PresentUbsFinancial AdvisorFeb 13- Mar 17Lpl FinancialFinancial AdvisorFeb 11- Feb 13
Pauline WhelanDirector Government AffairsView Profile, Pauline WhelanYvette Earhart GarzaIndependent Insurance General AgentView Profile, Yvette Earhart GarzaDale LambrechtDirector Property TaxView Profile, Dale Lambrecht