Account Type**** ****Account Owner*** ***Account Opps/Deals******** ********Closed Won • Mar 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