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
Nationwide FinancialVice President, Annuity and Life OperationsNov 12 - PresentNationwideAVP, Staff AdministrationOct 10- Nov 12
Janey HoeVice President Cisco InvestmentsView Profile, Janey HoeAmi BrennerVice President Wealth TransferView Profile, Ami BrennerSteve BachChief Financial OfficerView Profile, Steve Bach