Account Type**** ***Account Owner**** ****Account Opps/Deals******** ******Closed Won • Jan 25****K $Closed
****** ***Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Consolidated Planning IncFinancial AdvisorNov 15 - PresentMetlifeFinancial AdvisorSep 07- Nov 12Horace MannFinancial Services RepresentativeJan 03- Jan 07
Barbara MerlCFOView Profile, Barbara MerlEzra CoxAccounting ManagerView Profile, Ezra CoxJen IngrassiaBusiness ManagerView Profile, Jen Ingrassia