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
New York Life Insurance CompanyFinancial Services ProfessionalAug 24 - PresentOut Of Limits Business StrategiesSix Figure Coach Magazine Contributor Oct 20 - PresentOhio National Financial ServicesRetirement Plan Specialist - Asset Protection - Tax Strategies at Ohio National Financial ServicesMay 16 - Present
Patty DerSenior Paid Media Manager SEM Social And ProgrammaticView Profile, Patty DerAlisha ReyesSenior Product Marketing Manager B 2 B Saa SView Profile, Alisha ReyesSanjana BurgerHead Of Marketing DACHView Profile, Sanjana Burger