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
High Point Capital Group Planning Wealth ManagementPresidentNov 17 - PresentMassmutualSales ManagerMay 15- Oct 17MetlifeFinancial Services RepresentativeApr 08- Apr 15
Carly BrownFounder InternistView Profile, carly brownMax PodolianChief Technology OfficerView Profile, max podolianTejas SaggiVice PresidentView Profile, tejas saggi