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
Ohio National Financial ServicesRegistered Representative, Investment Advisor RepresentativeMar 16 - PresentMetlifeBrokerJan 15- Mar 16New England FinancialFinancial Services RepresentativeDec 10- Dec 14
Phil AdamsVolunteer InvestorView Profile, phil adamsCaroline MichaudAssociate Private Equity ResearchView Profile, caroline michaudCalder HorsleyFinance InternView Profile, calder horsley