Account Type*** ********Account Owner**** ********Account Opps/Deals******** ******Closed Won • Jul 24**K $Closed
***** ***Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Westpoint Financial GroupSenior Financial Planning SpecialistFeb 20- Oct 23MassmutualManaging Sales DirectorJul 16- Jan 20MetlifeManaging Sales DirectorMay 14- Jul 16
David ShustermanCEO FounderView Profile, david shustermanAmy ReedChief Executive OfficerView Profile, amy reedUsman MalikPresident Co FounderView Profile, usman malik