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
Michelle PackerFinancial Advisor Senior Retirement PlannerView Profile, Michelle PackerBrian BrownEquity Principal And Consulting ActuaryView Profile, Brian BrownSteve PerrittSenior Portfolio Manager Senior Vice PresidentView Profile, Steve Perritt