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
AdpSr. Internal Wholesaler District ManagerDec 18 - PresentNew York Life InvestmentsBusiness Solutions ManagerOct 93- Jun 16
Brad MattickAdvisorView Profile, Brad MattickRich GonzalezAccount ExecutiveView Profile, Rich GonzalezEmma HoldenAccount ExecutiveView Profile, Emma Holden