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
New York Life InvestmentsAdvisor ConsultantApr 24 - PresentFs InvestmentsRegional DirectorOct 21- Apr 24Cohen SteersSenior Vice President, Senior Wealth Management ConsultantFeb 10- Oct 21
John HahnDirector Of Strategic SalesView Profile, John HahnJulia BrewerSales Development RepresentativeView Profile, Julia BrewerTy BurgessSenior Account ExecutiveView Profile, Ty Burgess