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
PgimInternal WholesalerMay 24 - PresentFidelity InvestmentsHigh Net Worth Associate IIJun 22- Apr 24Northwestern MutualFinancial Representative/Director Of OperationsFeb 21- Jun 22
Kathryn WilliamsCustomer Support SpecialistView Profile, kathryn williamsEduardo FilippiSenior Client Services Manager Country Host BT BusinessView Profile, eduardo filippiValeska FCustomer Service ManagerView Profile, valeska f.