Account Type**** ****Account Owner**** *****Account Opps/Deals******** ***Closed Won • Oct 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
Claire GrundySenior Customer Service ManagerView Profile, claire grundyAnnette RestaService CoordinatorView Profile, annette restaJeff RyanRemote Support EngineerView Profile, jeff ryan