Account Type***** ********Account Owner******* *****Account Opps/Deals******** *****Closed Won • Aug 24**K $Closed
***** *****Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Plan 2 Thrive FinancialInvestment AdvisorJan 17 - PresentNew York Life Insurance CompanyAgentJul 13- Dec 16Vallen Formerly Hagemeyer North AmericaMarket ManagerApr 08- Dec 12
Bill HallFinancial AdvisorView Profile, bill hallJamal SpencerAffiliate BrokerView Profile, jamal spencerMarcus EvansTransaction AssociateView Profile, marcus evans