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
Prudential AdvisorsFinancial PlannerApr 19 - PresentLincoln Financial NetworkFinancial PlannerSep 14- Mar 19Somerset County Business PartnershipMemberJan 14- Jan 16
Paul DuffyBroker Manager USView Profile, Paul DuffyAndrew KirshenChief Financial And Operating OfficerView Profile, Andrew KirshenJen GoldshteinAssociateView Profile, Jen Goldshtein