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
Symphony Retirement Partners LlcManaging PartnerApr 19 - PresentLincoln Financial NetworkPrivate Wealth AdvisorNov 04- Apr 19MassmutualFinancial AdvisorJan 01- Dec 04
Costantino MariellaStrategic Technology Partnerships ManagerView Profile, Costantino MariellaRachael RaineyPartner Development ManagerView Profile, Rachael RaineyDavid CocchiaraBusiness DevelopmentView Profile, David Cocchiara