Account Type******** *****Account Owner****** ***Account Opps/Deals****** *****Closed Won • Jan 25***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
Usamah AndrabiCommunications DirectorView Profile, Usamah AndrabiAmber LarosaNational Business Development ManagerView Profile, Amber LarosaKyle TepasSales DirectorView Profile, Kyle Tepas