Account Type******* ********Account Owner***** *****Account Opps/Deals**** *****Closed Won • Jan 25**K $Closed
***** *******Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
MetlifeSr Financial ConsultantJul 01 - PresentCigna HealthcareClient ManagerAug 00- Jul 01Cigna HealthcareSr Underwriting Account ManagerJun 95- Jul 00
James NeedhamChief ActuaryView Profile, James NeedhamNolan SchultzSenior Wealth AdvisorView Profile, Nolan SchultzMichael ErbManager Of North America Investment Operations Citi Investment Management At Citi Private BankView Profile, Michael Erb