Account Type**** *******Account Owner***** *******Account Opps/Deals****** ********Closed Won • Feb 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
Kosi UCommercial Account ExecutiveView Profile, Kosi UGary ThomasTERRITORY MANAGERView Profile, Gary ThomasSteve LyonsSalesView Profile, Steve Lyons