Account Type***** ****Account Owner******* *******Account Opps/Deals***** *****Closed Won • Jul 24***K $Closed
**** ******Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Marshall Financial GroupManaging Partner, Senior Financial AdvisorSep 05 - PresentMetlifeFinancial AdvisorMay 00- Oct 05
Suzanna FinklerVP Finance HRView Profile, suzanna finklerStephen AlbertPartnerView Profile, stephen albertSteve BurtController And CFOView Profile, steve burt