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
Wealthbridge Financial GroupManaging DirectorMar 25 - PresentNorthwestern MutualDirector of New Financial Representative DevelopmentApr 24- Mar 25New York Life Insurance CompanyNE Latino Market Sales & Retention MangerFeb 14- Apr 24
Jay PuriExecutive Vice President Worldwide Field OperationsView Profile, Jay PuriVanaja ChilakapatiVice President In OperationsView Profile, Vanaja ChilakapatiDan LevaSenior Vice President Revenue OperationsView Profile, Dan Leva