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
Captive Resources LlcBusiness Development Executive - Western RegionJan 21 - PresentWtwAssociate Director - DBS/Panels, Middle Market and Specialty Broking, NAApr 20- Jan 21Pfs InvestmentsSr. Regional Leader / Investment Advisor Representative - AZ, CA, MI, MN, TXJan 13- Jan 20
Patricia HardinaManaging Director Institutional Equity Research SalesView Profile, Patricia HardinaDan HavensVice President Of Sales TelevisionView Profile, Dan HavensFrannie DanzingerVP Sales Strategic AccountsView Profile, Frannie Danzinger