Account Type****** ******Account Owner***** ********Account Opps/Deals******** *****Closed Won • Dec 24***K $Closed
******* *******Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Oswald Financial IncSales Team Leader, Wealth ManagementOct 17 - PresentPrincipal Financial GroupSenior Benefit and Planning Counselor/Manager of Ohio TerritoryJun 07- Oct 17Great West InvestmentsClient Relationship ManagerJan 00- Jan 05
Robbie PigozziEnterprise Inside Sales Account ManagerView Profile, robbie pigozziJorge BouzyCommercial Energy AssesorView Profile, jorge bouzyEvan TriantafyllouBusiness Development RepresentativeView Profile, evan triantafyllou