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
Serenia Life FinancialFinancial Service RepresntativeFeb 25 - PresentDesjardinsInsurance AdvisorJan 12 - PresentAllstateBusiness Development AgentMay 21- Feb 24
Sarah CordleDirector Of FP AView Profile, Sarah CordleTyler RichardsonFinancial AdvisorView Profile, Tyler RichardsonScott FischerFinancial Advisor Empowering Medical Professionals C Level Execs Business OwnersView Profile, Scott Fischer