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
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
Philip GeorgesSales Marketing ManagerView Profile, Philip GeorgesGeorge Goodwin IiiSenior Business Development OfficerView Profile, George Goodwin IiiAnthony VitaAccount DirectorView Profile, Anthony Vita