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
Moneymattersusa Advisory LlcQualified Plans Consulting ServicesMar 13 - PresentUnisysPrincipal Life Insurance Consultant, BancassuranceJan 95- Dec 96NatwestVPJan 93- Jan 95
Ian MaldenSenior DirectorView Profile, Ian MaldenLuciane CarrilloSenior DirectorView Profile, Luciane CarrilloSeth EngelProduct Marketing And Strategy ConsultingView Profile, Seth Engel