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
Westpoint Financial GroupSenior Financial Planning SpecialistFeb 20- Oct 23MassmutualManaging Sales DirectorJul 16- Jan 20MetlifeManaging Sales DirectorMay 14- Jul 16
Alexandra Adamson BealManaging PartnerView Profile, Alexandra Adamson BealJay RushCo FounderView Profile, Jay RushTomer LondonCo FounderView Profile, Tomer London