Account Type******** ***Account Owner*** *******Account Opps/Deals****** ******Closed Won • Aug 24****K $Closed
****** ********Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Moneymattersusa Advisory LlcQualified Plans Consulting ServicesMar 13 - PresentUnisysPrincipal Life Insurance Consultant, BancassuranceJan 95- Dec 96NatwestVPJan 93- Dec 95
Taylor GragerSenior Revenue Enablement ConsultantView Profile, taylor gragerJohn PoulosPrincipal Strategic Solution ConsultantView Profile, john poulosGiuseppe TringaliStrategic Partnership SpecialistView Profile, giuseppe tringali