Account Type****** ****Account Owner*** *****Account Opps/Deals***** *****Closed Won • Oct 24**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
Chad SteahlySenior Video Editor Motion DesignerView Profile, chad steahlyKimberly BerubeAudio Visual TechnicianView Profile, kimberly berubeJenny ChenAssuranceView Profile, jenny chen