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
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
Allan FergusonBusiness Development ExecutiveView Profile, allan fergusonGavin CrossCommercial Performance ManagerView Profile, gavin crossTrip ThomasSoutheast Regional Sales ManagerView Profile, trip thomas