Account Type******* *******Account Owner*** ***Account Opps/Deals**** ****Closed Won • Nov 24***K $Closed
*** ***Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Lpl FinancialVice President, Product Manager, Planning Services StrategyDec 23 - PresentMassmutualHead of Advice & Financial Planning, Case Consulting Unit (CCU)Jun 00- Dec 23MetlifeBusiness Director, Manager & Senior Sales Training ConsultantJul 05- Jul 16
Amanda DoughtyExecutive Business StrategistView Profile, amanda doughtySaar RozenbaumFounderView Profile, saar rozenbaumMatthew MilhauserV P Corporate StrategyView Profile, matthew milhauser