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
The Pinnacle GroupSales Vice President and Wealth Transfer Specialist for Life Insurance Brokerage General AgencySep 03 - PresentManulifeVariable Life DirectorJul 01- Apr 03
Jeffrey LarsenVice President East U S SalesView Profile, Jeffrey LarsenLindsey PhillipsVice President Of Sales OperationsView Profile, Lindsey PhillipsJon RosarioVice President Senior Commercial Relationship ManagerView Profile, Jon Rosario