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
Bernstein Private Wealth ManagementFinancial AdvisorSep 23 - PresentCuna Mutual Group AnnuitiesExternal WholesalerJan 21- Aug 23Transamerica Financial SolutionsVP Sales DeskOct 16- Nov 20
Nicole BellDirector Of Asset ManagementView Profile, Nicole BellRaphael BismuthPortfolio ManagerView Profile, Raphael BismuthRushali PatelCompany AccountantView Profile, Rushali Patel