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
Raymond JamesSenior Practice Management ConsultantJan 22 - PresentBarnum Financial GroupFinancial Planner | Investment Advisor RepresentativeDec 20- Mar 22Prudential FinancialManager, Financial Services at The Prudential Insurance Company of AmericaJan 17- Jan 20
Trevor SchwartzHead Of Services For The AmericasView Profile, Trevor SchwartzMarc ChasinVice PresidentView Profile, Marc ChasinDorit RoznerCTO At The Kitchen Food Tech HubView Profile, Dorit Rozner