Account Type***** ******Account Owner******** *******Account Opps/Deals***** *******Closed Won • Oct 24**K $Closed
******* ********Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
Ash BrokerageRegional Vice PresidentJul 12 - PresentFinancial Services Of AmericaInsurance SpecialistAug 11- Jul 12Hantz FinancialFinancial AdvisorJan 06- Jan 07
Kenneth SwierupskiExecutive Director Wealth Management Field Business RiskView Profile, kenneth swierupskiLisa WagnerVice President Financial Operations Cash Management ControlView Profile, lisa wagnerYossi CohenEVP CFOView Profile, yossi cohen