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
PgimInternal WholesalerMay 24 - PresentFidelity InvestmentsHigh Net Worth Associate IIJun 22- Apr 24Northwestern MutualFinancial Representative/Director Of OperationsFeb 21- Jun 22
Patricia RossSoft Collections AgentView Profile, Patricia RossRyan PerryDirector Customer Care Technical ServicesView Profile, Ryan PerryMelissa SchoeppnerContact Center SupervisorView Profile, Melissa Schoeppner