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
Fundamental Wealth DesignsFinancial AdvisorAug 24 - PresentAllianz LifeSr. Internal Sales Consultant Manager Apr 18- Sep 24FastenalSolution Sales SpecialistJun 16- Apr 18
Jyotveer Singh GillIndependent TrusteeView Profile, Jyotveer Singh GillKaren OneillPrincipal Financial AnalystView Profile, Karen OneillDana StetsonBanking Senior Executive Account ManagerView Profile, Dana Stetson