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
UbsCorporate sales supportJul 21 - PresentEquitableSenior Internal 401k wholesalerJul 17- Jul 21John HancockRetirement ConsultantDec 14- Jun 17
Cameron MciverTerritory Business ManagerView Profile, Cameron MciverAsaf ShachnaiVP Marketing And SalesView Profile, Asaf ShachnaiEdward ChangSenior Account ExecutiveView Profile, Edward Chang