Account Type******** ****Account Owner******* ******Account Opps/Deals***** ***Closed Won • Nov 24**K $Closed
***** ********Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Swiss Life Select Osterreich GmbhGerwerbl.VermögensberaterMar 98 - PresentSwiss Life SelectSenior Financial PlannerMar 98 - Present
Cobey CoxCustoms Brokerage ManagerView Profile, cobey coxCharles R Shoop IiiSite Contracts Manager IIView Profile, charles r. shoop iiiJeff NewmanPartner Affiliate BrokerView Profile, jeff newman