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
First TrustVice President | Client Portfolio Manager | Fixed IncomeJun 22 - PresentServant Group InternationalPastorJul 19- Jan 22First TrustETF & SMA Internal SpecialistAug 16- Jul 19
Jordan LernerVice President Of CredentialingView Profile, Jordan LernerJoshua JacobsVP Of Finance AccountingView Profile, Joshua JacobsBrett BergVice President Advanced Planning Individual Life Insurance At PrudentialView Profile, Brett Berg