Account Type******* ****Account Owner******** ***Account Opps/Deals****** *****Closed Won • Jan 25****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 ManagementFinancial AdvisorJun 18 - PresentMassmutualFinancial AdvisorMar 17- May 18MetlifeFinancial Advisor & Sales ManagerJan 96- Mar 17
Nora BoussattaAccount Executive Financial ServicesView Profile, Nora BoussattaMonique BroadusFinance Accounting ManagerView Profile, Monique BroadusMindy ManzoFractional CFO COOView Profile, Mindy Manzo