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
Morgan StanleyVice PresidentOct 19 - PresentVanguardSmall Business Retirement Sales SpecialistSep 17- Oct 19
Lee JonesManaging Director Of Growth M A And Transaction SolutionsView Profile, lee jonesSandesh Shetti PmpSenior Vice President Global Business Leader InsuranceView Profile, sandesh shetti. pmpDuncan StirlingCCOView Profile, duncan stirling