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
Wealth Advisory Group LlcFinancial RepresentativeJan 05 - PresentMassmutualFinancial AdvisorJan 99- Dec 04
Adam LawsFinancial ControllerView Profile, Adam LawsMark GonsalvesSr Manager Payroll And Stock AdministrationView Profile, Mark GonsalvesDin LevenbergFinance Transformation SpecialistView Profile, Din Levenberg