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
Lincoln FinancialRetirement ConsultantMar 21 - PresentColumbia Threadneedle Investments Us529 Plan SpecialistJun 13- May 15New York Life Insurance CompanyFinancial Services ProfessionalJun 06- Dec 08
John BlacherDirector Of SportView Profile, John BlacherGreg CasellaAdvisorView Profile, Greg CasellaDamian BaileyManaging DirectorView Profile, Damian Bailey