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
Family Tree Financial GroupPresidentMay 18 - PresentAmerican Heritage Financial LlcManaging PartnerJun 15- May 18AigLicensed Insurance & Financial Representative - AIG Financial NetworkAug 98- Jun 15
Brian LeahyManaging Director Global Model Risk TechnologyView Profile, Brian LeahySandra MotleySenior V Ice President FIU ManagerView Profile, Sandra MotleyRaven Mcneal M B AFounderView Profile, Raven Mcneal M B A