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
Usa Benefits GroupLicensed Health and Life Insurance AgentApr 24 - PresentEmoney AdvisorCustomer Service SpecialistFeb 22 - PresentBank Of AmericaPreferred Client ManagerApr 22 - Present
Peggy DurbinStrategic Learning ConsultantView Profile, Peggy DurbinMiki Kawashima MatricianPartnerView Profile, Miki Kawashima MatricianCody PedersenTPRM Assessment Team LeadView Profile, Cody Pedersen