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
Principal Asset ManagementClient Service AdvisorJul 07 - PresentPrincipal Financial GroupRetirement Investment Specialist IIIJun 94- Jul 07NationwideCommercial Lines RaterMar 92- Jun 94
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