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
Insource Financial AdvisorsSemi RetiredJul 22 - PresentCreativeoneAnnuity Sales Consultant with focus on Broker Dealer RelationshipsJun 04- Dec 20
Marlene HEMEA Research DirectorView Profile, Marlene HPietro SaccomaniFounder CEOView Profile, Pietro SaccomaniRichard CarterChief Technology OfficerView Profile, Richard Carter