Account Type****** *****Account Owner******* ********Account Opps/Deals***** ****Closed Won • Oct 24****K $Closed
**** ********Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Value Line FundsRIA Sales DirectorJul 21 - PresentAllianz Global InvestorsRIA Investment ConsultantJan 10- Jan 20Merrill LynchFinancial Solutions AdvisorJan 07- Jan 10
Mikaila CorriganEnterprise Healthcare Strategic AccountsView Profile, mikaila corriganSimon BeveridgeRegional Sales ManagerView Profile, simon beveridgeTony SchulteDirector Sales Saa S SolutionsView Profile, tony schulte