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
Blue Ocean Wealth SolutionsFinancial Services ProfessionalMar 20 - PresentNylife Securities LlcFinancial Services ProfessionalNov 19- Mar 20New York Life Insurance CompanyLicensed AgentNov 18- Mar 20