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
National Life GroupAVP, Business Development - Equity Services Inc.Jun 19 - PresentCity National RochdaleClient Services Business LeadMay 18- May 19Eagle Strategies LLCManager - Operations and ServiceApr 15- May 18
Sonja StevensSenior Sales ExecutiveView Profile, sonja stevensScott SalterSenior Solutions ConsultantView Profile, scott salterBarret MuellerIndustry Solution ManagerView Profile, barret mueller