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
Becky BowerDirector Of Risk ManagementView Profile, Becky BowerJessica PalomequeHead Of FinanceView Profile, Jessica PalomequeCandy GuoControllerView Profile, Candy Guo