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
The Pinnacle GroupDirector of Retirement SolutionsDec 19 - PresentWillingdon Wealth Management Has Merged W Exencial Wealth Advisors June 2020Business Developement OfficerJun 18- Feb 19Fisher InvestmentsRegional Vice PresidentFeb 14- Jan 16
Meytal Mitchel SagyStrategic Account ManagerView Profile, Meytal Mitchel SagyLloyd LoftonPower Behind The SalesView Profile, Lloyd LoftonKirsten CooperIndustry Account ExecutiveView Profile, Kirsten Cooper