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
Consolidated Planning IncFinancial AdvisorNov 15 - PresentMetlifeFinancial AdvisorSep 07- Nov 12Horace MannFinancial Services RepresentativeJan 03- Jan 07
Carleen MarklevitzAccounts ReceivableView Profile, Carleen MarklevitzFrancisca ManuschevichDirector Of FinanceView Profile, Francisca ManuschevichCecilia FrerottePrincipal V CFO And Outsourced Accounting Solutions LeadView Profile, Cecilia Frerotte