Account Type****** ******Account Owner****** *******Account Opps/Deals******** ********Closed Won • Nov 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
Callum MelroseSenior Equity Fundraising ManagerView Profile, callum melroseStacy GensSenior Billing SpecialistView Profile, stacy gensTaylor EbertSenior AuditorView Profile, taylor ebert