Account Type**** ****Account Owner***** *****Account Opps/Deals***** *****Closed Won • Jan 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
Gerald SchmidtSales And Marketing Manager AmericasView Profile, Gerald SchmidtEmily MccallManager Sales Enablement TrainingView Profile, Emily MccallBrad UebelackerNew Business Manager U 500View Profile, Brad Uebelacker