Account Type*** ****Account Owner**** ***Account Opps/Deals******** ********Closed Won • Jan 25**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
Sidney FalzoneFinance ManagerView Profile, Sidney FalzoneJoseph YoungAssociateView Profile, Joseph YoungMike UnserDisponentView Profile, Mike Unser