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
New York Life InvestmentsAdvisor ConsultantApr 24 - PresentFs InvestmentsRegional DirectorOct 21- Apr 24Cohen SteersSenior Vice President, Senior Wealth Management ConsultantFeb 10- Oct 21
Flavio BatistaField Application EngineerView Profile, flávio batistaKim FordExecutive AssistantView Profile, kim fordJonathan MoorePest Control ProfessionalView Profile, jonathan moore