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
Eagle Strategies LLCFinancial AdvisorDec 24 - PresentNylife Securities LlcFinancial Services ProfessionalOct 15 - PresentNew York Life Insurance CompanyLicensed AgentSep 15 - Present
Suzy LorenInvestment SupportView Profile, suzy lorenPaul ManigaultEquity Fund ManagerView Profile, paul manigaultLeon NangleFinanceView Profile, leon nangle