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
GallagherArea Vice President - Life Insurance, Executive Benefits and PlanningDec 17 - PresentSouthcap Brokerage Group LlcSales Vice PresidentJan 17 - PresentPrincipal Financial GroupManaging Director & Principal Securities Investment Adviser RepresentativeApr 11- Dec 16
Donna OneillDirector Of Sales MarketingView Profile, Donna OneillCourtney OfenlochIdn Executive Account SpecialistView Profile, Courtney OfenlochLaura MorabitoVP Of Marketing SalesView Profile, Laura Morabito