Account Type*** *****Account Owner******* ****Account Opps/Deals****** *****Closed Won • Nov 24**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
WNY Asset ManagementDirector of Client Services – Spectrum Wealth ManagementNov 24 - PresentNorthwestern MutualDirector of Employer Benefits & Participant OperationsJun 22- Nov 24LawleyEmployee Benefits Operations Team LeadSep 18- May 22
Taylor BeckArea Sales ManagerView Profile, taylor beckJasmine EasonBroker Success Advocate BSAView Profile, jasmine easonJoao Pedro SanglardGlobal Business Development RepresentativeView Profile, joão pedro sanglard