Account Type******* *******Account Owner****** ****Account Opps/Deals**** ***Closed Won • Jan 25**K $Closed
***** ****Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Symphony Retirement Partners LlcManaging PartnerApr 19 - PresentLincoln Financial NetworkPrivate Wealth AdvisorNov 04- Apr 19MassmutualFinancial AdvisorJan 01- Jan 04
Andrew J FrankManaging PartnerView Profile, Andrew J FrankAntonia FaganPartnership Growth ManagerView Profile, Antonia FaganPaul BelliBusiness DevelopmentView Profile, Paul Belli