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
TiaaFinancial Services ConsultantNov 18 - PresentPrincipal Financial GroupFinancial RepresentativeMay 17- Nov 18Mvp StaffingSales ExecutiveJul 12- Sep 16
Michael PhillipsChief Operating Officer Chief Financial OfficerView Profile, Michael PhillipsChristopher GaldamezManager FinancialsView Profile, Christopher GaldamezPaul RappsFinancial AdvisorView Profile, Paul Rapps