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
Security BenefitAnnuity Operations, Relationship Management, Suitability ManagementJun 23 - PresentCreativeoneSenior Director, Annuity Services and ComplianceMay 12- Jun 23Aviva UsaManager, Annuity SuitabilityJun 98- May 12
Elad JacobsControllerView Profile, Elad JacobsMelissa EatonRevenue Accounting ManagerView Profile, Melissa EatonDevon RitchPartner M A Union Square AdvisorsView Profile, Devon Ritch