Account Type*** ***Account Owner******** ***Account Opps/Deals******** ******Closed Won • Dec 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
Peter SpetzCo FounderView Profile, peter spetzLew CirneFounder And Executive Chairman New RelicView Profile, lew cirneJake RobertsExecutive Vice PresidentView Profile, jake roberts