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
Blue Ocean Wealth SolutionsFinancial Services ProfessionalMar 20 - PresentNylife Securities LlcFinancial Services ProfessionalNov 19- Mar 20New York Life Insurance CompanyLicensed AgentNov 18- Mar 20
Chad BoynakChief Operating Officer Chief Financial OfficerView Profile, Chad BoynakJosh KeysFP A ManagerView Profile, Josh KeysBruce KeyesSenior Transaction ManagerView Profile, Bruce Keyes