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
High Point Capital Group Planning Wealth ManagementFinancial AdvisorJun 18 - PresentMassmutualFinancial AdvisorMar 17- May 18MetlifeFinancial Advisor & Sales ManagerJan 96- Mar 17
Eleena BroadfootChief Financial OfficerView Profile, Eleena BroadfootAlexandre ForgetPartner M A Debt AdvisoryView Profile, Alexandre ForgetNatali GovzmanSenior Financial AccountantView Profile, Natali Govzman