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
Turner FinancialFounder and Financial AdvisorFeb 22 - PresentPacific LifeField Vice PresidentMay 16- Feb 22Lincoln FinancialUnderwriting AssistantAug 12- May 16
Michael KalbEVP Chief Financial OfficerView Profile, Michael KalbBarbara LeclercCo Chief Investment Officer And Senior AdvisorView Profile, Barbara LeclercRizwan SaleemChief Financial OfficerView Profile, Rizwan Saleem