Account Type**** ***Account Owner****** ***Account Opps/Deals******** *******Closed Won • Oct 24***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
Genevieve CoolBilling SpecialistView Profile, geneviève coolKrystle GilesBookkeeper Office ManagerView Profile, krystle gilesMark WyattInvestorView Profile, mark wyatt