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
World Financial Group WfgMutual Fund Representative and Insurance AgentFeb 21 - PresentFranklin TempletonVice President, Regional SalesOct 97- Feb 21
Josh RosenholtzAssociate Global Corporate GroupView Profile, Josh RosenholtzJess WesselCBAT AnalystView Profile, Jess WesselSimer ToorFinancial Operations AnalystView Profile, Simer Toor