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
Ascent Wealth SolutionsFounding MemberNov 20 - PresentPacific Capital Resource GroupVice PresidentJan 15 - PresentPrudential FinancialManager of Agency Training, Financial ProfessionalJun 13- Sep 14
Michael MorelVice President Of Business PlanningView Profile, Michael MorelPeter AppleStrategy Director Experience CenterView Profile, Peter AppleDerek SharronVice PresidentView Profile, Derek Sharron