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
Blue Ocean Wealth SolutionsFinancial Services Representative, Certified Financial PlannerJul 16 - PresentMetlifeFinancial Services Representative, Certified Financial PlannerMay 88- Jun 16
Ed MccrossenInvestment Banking AssociateView Profile, Ed MccrossenPatrick GalsterFinancial AnalystView Profile, Patrick GalsterShannon GuyInsurance AgentView Profile, Shannon Guy