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
Raymond JamesRegistered Client Service AssociateAug 24 - PresentNorthwestern MutualDirector Of OperationsJan 17 - PresentThakar Financial Llc Raymond JamesCustomer Service ManagerJun 24- Dec 24
Giovanni SantilliVP OperationsView Profile, Giovanni SantilliMonica MalagonVP NYS Agency Sales Operations ManagerView Profile, Monica MalagonJordan AnspachOperations ManagerView Profile, Jordan Anspach