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
Chicago Partners Wealth AdvisorsSenior Client Services AssociateDec 24 - PresentAonFinancial Analyst IIJun 21- Dec 24AonFinance Leadership Program Intern, Global FP&AJun 20- Aug 20
Debbie KosloskyCustomer Service RepresentativeView Profile, Debbie KosloskyClaudie ZammitDirectrice Service Clients FranceView Profile, Claudie ZammitStephanie NewboldMedical Only Claims AdjusterView Profile, Stephanie Newbold