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
New York Life InvestmentsAdvisor ConsultantApr 24 - PresentFs InvestmentsRegional DirectorOct 21- Apr 24Cohen SteersSenior Vice President, Senior Wealth Management ConsultantFeb 10- Oct 21
Taylor GreenVice President FinanceView Profile, taylor greenHayley HaggartyFuture Astronaut Event ManagerView Profile, hayley haggartyJanine LewisSenior Project ManagerView Profile, janine lewis