Account Type******** ****Account Owner**** ******Account Opps/Deals******** ********Closed Won • Dec 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
Jeff MillerReferral AgentView Profile, jeff millerAdrien Ch NeAccount Manager EnterpriseView Profile, adrien ch neRaychel PesciCustomer Success Manager Sales EnablementView Profile, raychel pesci