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
Nylife Securities LlcRegistered RepresentativeFeb 25 - PresentNew York Life Insurance CompanyAgentSep 24 - PresentSavvyfiAdvisorAug 22- Aug 24
Jacob StraubSupport Analyst IIView Profile, Jacob StraubCindy LawrenceSr Claim AssistantView Profile, Cindy LawrenceTamar SchwarzCustomer Support RepresentativeView Profile, Tamar Schwarz