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
Principal Financial GroupNew Case Account Coordinator - Group BenefitsFeb 17 - PresentBank Of The WestFinancial Services ConsultantDec 15- Jan 17New York Life Insurance CompanyFinancial Services ProfessionalSep 13- Jul 14
Joe HolmesHead Of SalesView Profile, Joe HolmesMarc DuboisSenior Director Business DevelopmentView Profile, Marc DuboisCory ShannonDirector Of Inside SalesView Profile, Cory Shannon