Account Type****** ******Account Owner***** ******Account Opps/Deals****** ********Closed Won • Feb 25***K $Closed
***** *****Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
JefferiesWealth Management Compliance OfficerOct 22 - PresentTravelersOperations and Leadership Development InternMar 21- Aug 21AflacInsurance AgentJun 20- Jan 21
Philip KuhlmannHead Of FinanceView Profile, Philip KuhlmannPatrick FoleyStaff AccountantView Profile, Patrick FoleyJames ReeseTrade Credit SpecialistView Profile, James Reese