Account Type***** *****Account Owner******** *****Account Opps/Deals******* *******Closed Won • Oct 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 ManagementFinancial AdvisorJun 18 - PresentMassmutualFinancial AdvisorMar 17- May 18MetlifeFinancial Advisor & Sales ManagerJan 96- Mar 17
Chaitali BhoyarAsset Management AnalystView Profile, chaitali bhoyarAlexandria ConnollyBilling SpecialistView Profile, alexandria connollyGautam KumarAssociateView Profile, gautam kumar