Account Type*** ***Account Owner***** *******Account Opps/Deals*** ******Closed Won • Nov 24***K $Closed
****** ******Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Family Tree Financial GroupPresidentMay 18 - PresentAmerican Heritage Financial LlcManaging PartnerJun 15- May 18AigLicensed Insurance & Financial Representative - AIG Financial NetworkAug 98- Jun 15
Barry ZuckerManaging Director SVP Operational Risk Business Oversight ExecutiveView Profile, barry zuckerAmbition AmbitionOwnerView Profile, ambition ambitionVineet MalhotraPartner Global Head Of AI And InnovationView Profile, vineet malhotra