Account Type****** *****Account Owner*** *****Account Opps/Deals***** *******Closed Won • Oct 24**K $Closed
***** ****Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
UbsCorporate sales supportJul 21 - PresentEquitableSenior Internal 401k wholesalerJul 17- Jul 21John HancockRetirement ConsultantDec 14- Jun 17
Parker ChenowethAccount ExecutiveView Profile, parker chenowethTobias LamAccount ManagerView Profile, tobias lamMelynne WulffSenior AssociateView Profile, melynne wulff