Account Type*** ***Account Owner**** *******Account Opps/Deals**** *******Closed Won • Oct 24***K $Closed
****** *****Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Orgel Wealth Management LlcDirector of Retirement Plan Services, PrincipalOct 13 - PresentRbc Wealth ManagementRetirement Plan Consultant - Orgel Investment Group at RBC Wealth ManagementApr 12- Oct 13Great West InvestmentsAccount ExecutiveJan 97- Jan 02
Savannah GarrisonControllerView Profile, savannah garrisonTed StiefelVP Of FinanceView Profile, ted stiefelSandy RedonaCorporate ControllerView Profile, sandy redona