Account Type**** *******Account Owner******* ******Account Opps/Deals*** ***Closed Won • Jan 25**K $Closed
***** ***Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Swiss Life SelectFinancial advisorJul 21 - PresentLe Meridien Bora BoraReservation Agent (Internship)Jul 16- Dec 16
Kelli MaltsbargerConsultant Financial ServicesView Profile, Kelli MaltsbargerPatrick CrowleyDirector Of FP AView Profile, Patrick CrowleyLadd WattsChief Financial OfficerView Profile, Ladd Watts