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
Wealth StrategiesManaging AssociateJan 25 - PresentSaybrus PartnersRegional Sales ManagerJul 16- Feb 19Financial Independence GroupMarketing Consultant - Annuity DivisionAug 13- Feb 15
Milosis SeguraWarehouse AssociateView Profile, Milosis SeguraNeil FleckensteinPlanning CoordinatorView Profile, Neil FleckensteinEliott LOrder Operations Analyst IIView Profile, Eliott L