Account Type****** ********Account Owner****** ******Account Opps/Deals******* ********Closed Won • Feb 25**K $Closed
***** ********Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
QuilterRetirement SpecialistJun 16 - PresentScottish WidowsPensions Development ManagerJul 92- May 16
Michael MortensonFinance ManagerView Profile, Michael MortensonKatie AdamsFinancial Program ManagerView Profile, Katie AdamsCasey CreamerFinancial Advisor At Edward JonesView Profile, Casey Creamer