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
Waverton WealthDirector & Chartered Financial PlannerJan 16 - PresentAegonTechnical Team ManagerMay 97- Apr 04
Pashtoun YoussofSenior Director Annuity ServicesView Profile, Pashtoun YoussofSharon FishmanSenior Advocate Partner Head Of Criminal Tax DepartmentView Profile, Sharon FishmanTodd CollierDirector Accounting Operations Protiviti Field Service CenterView Profile, Todd Collier