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
Lincoln FinancialMidwest Divisional Sales ManagerJan 08 - PresentPlancoRegional Director of Sales and MarketingApr 06- Dec 07Suntrust Investment Services IncInvestment consultant/private financial advisor/regional sales managerSep 02- Apr 06
Marcy HerlihySenior Account Executive CanadaView Profile, Marcy HerlihyScott LassmanGM SalesView Profile, Scott LassmanPierce IngramDirector Sales Operations And Growth EnablementView Profile, Pierce Ingram