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
New York Life Insurance CompanyLong Term Care & Individual Disability Product ConsultantJul 22 - PresentJpmorganchaseAssistant Vice President - Private Client BankerNov 17- Jun 22Santander Bank N AUniversal BankerJul 16- Sep 17
Claudia FinnProduct ManagerView Profile, claudia finnBrendan HarneyManager Product ManagementView Profile, brendan harneyJohn AdamsHead Of ProductView Profile, john adams