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
Consolidated Planning IncFinancial AdvisorNov 15 - PresentMetlifeFinancial AdvisorSep 07- Nov 12Horace MannFinancial Services RepresentativeJan 03- Jan 07
Paul ShinUpstream Energy Investment Banking Corporate FinanceView Profile, paul shinShaun SamuelTreasurerView Profile, shaun samuelInes KilkellyTax AssociateView Profile, inês kilkelly