Account Type******** *******Account Owner**** ******Account Opps/Deals******* ***Closed Won • Mar 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