Account Type******* ********Account Owner**** ********Account Opps/Deals**** ****Closed Won • Mar 25****K $Closed
****** *******Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
Retirement Planners Of AmericaChief Revenue Officer (CRO)Jun 22 - PresentNew York Life Insurance CompanyCorporate Vice PresidentJul 09- Jun 22Landmark Legal SolutionsManaging PartnerOct 07- Sep 09