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
Prudential FinancialVice President, Advanced Planning, Individual Life Insurance, at PrudentialJul 17 - PresentThe HartfordAdvanced Markets ConsultantNov 10- Jan 13Woodbury Financial ServicesAssociate Product ManagerJan 05- Oct 06
Jason AlgerChief Financial OfficerView Profile, Jason AlgerMatthew AlbaceteVice President Private Wealth SolutionsView Profile, Matthew AlbaceteNathan SeltzerPartnerView Profile, Nathan Seltzer