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
Principal Financial GroupRegional Vice President/Principal Securities Registered RepresentativeApr 24 - PresentLincoln FinancialAVP, Retirement Services Customer ExperienceJun 17- Apr 24MassmutualAVP, Retirement Services Relationship ManagementMar 97- May 17
Thomas AlbaneseSenior Vice President Investment Banking GroupView Profile, Thomas AlbaneseJanet VerneuilleSenior Executive Vice President And Chief Financial OfficerView Profile, Janet VerneuilleJohn EsterheldChief Financial OfficerView Profile, John Esterheld