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
MassmutualSuitability PrincipalMar 22 - PresentPlanmember Financial CorporationSuitability PrincipalAug 17- Feb 22Farmers Group Insurance Financial Solutions No 1 Commercial Lines Insurance Agency In Southern CaSurveillance PrincipalSep 15- Aug 17
Hasan ChowdurySenior Wealth AdvisorView Profile, Hasan ChowduryJenny LeeSenior Analyst Corp FP AView Profile, Jenny LeeTrevor AasenSr Financial AnalystView Profile, Trevor Aasen