Account Type****** *******Account Owner******* *****Account Opps/Deals*** ****Closed Won • Mar 25**K $Closed
******** *******Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
UsaaSenior Vice President, General Manager P&C Distribution & ServiceSep 09 - PresentFisher InvestmentsInvestment CounselorJun 08- Nov 09Morgan StanleyFinancial AdvisorMar 06- Jun 08