Account Type*** *****Account Owner***** ********Account Opps/Deals****** ********Closed Won • Jan 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
Kyle WestawayManaging PartnerView Profile, Kyle WestawayJoseph NapoliChief Operating OfficerView Profile, Joseph NapoliDaniel C CoteExecutive DirectorView Profile, Daniel C Cote