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
Ohio National Financial ServicesFinancial RepresentativeJan 12 - PresentMassmutualInsurance & Financial ServicesFeb 10- Oct 12Northwestern MutualFinancial RepresentativeSep 97- Feb 10
Logan FrazierFinancial ConsultantView Profile, logan frazierStephan LotzeHead Of FP AView Profile, stephan lotzeShmuel KoprakCFOView Profile, shmuel koprak