Account Type***** *****Account Owner***** ****Account Opps/Deals***** ******Closed Won • Aug 24**K $Closed
******** ******Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
High Point Capital Group Planning Wealth ManagementPresidentNov 17 - PresentMassmutualSales ManagerMay 15- Oct 17MetlifeFinancial Services RepresentativeApr 08- Apr 15
Alicia De MoraesDirector Pricing StrategyView Profile, alicia de moraesPatrice TusharAccount ExecutiveView Profile, patrice tusharJeffrey MceachernVice President CollectionsView Profile, jeffrey mceachern