Account Type**** ****Account Owner***** ***Account Opps/Deals******* ******Closed Won • Nov 24**K $Closed
***** ****Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Nsm Insurance GroupFinancial Planning AnalystJul 24 - PresentOneadvancedFinancial Planning AnalystDec 18- Jul 24Crystal Specialist FinanceLending ManagerApr 17- Dec 18
Blake CohenAssociateView Profile, blake cohenPaul BreslinFinancial AdviserView Profile, paul breslinKimberly M ElliottFinancial AdvisorView Profile, kimberly m. elliott