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
Optima PartnersAssociate DirectorOct 23 - PresentMutual Of America Financial Group2nd Vice President, FINRA/SEC Regulatory ComplianceAug 11- Oct 23
Julie PickettGeneral ManagerView Profile, Julie PickettToni ClarkstoneDirectorView Profile, Toni ClarkstoneKim FisherAssistant DirectorView Profile, Kim Fisher