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
Bernstein Private Wealth ManagementFinancial AdvisorSep 23 - PresentCuna Mutual Group AnnuitiesExternal WholesalerJan 21- Aug 23Transamerica Financial SolutionsVP Sales DeskOct 16- Nov 20
Emily PittmanSenior Finance And Operations ManagerView Profile, Emily PittmanPaul RosaliaAssociateView Profile, Paul RosaliaPhil Crawford AcaFinance ControllerView Profile, Phil Crawford Aca