Account Type******** ******Account Owner**** ********Account Opps/Deals******* *******Closed Won • Nov 24****K $Closed
*** ****Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
M Financial GroupChief Financial OfficerJun 22 - PresentAmerican EquitySVP, TreasurerApr 21- Jan 22NationwideCFO, AnnuitiesOct 18- Mar 21
Joaquim PereiraBoard Member And CFOView Profile, joaquim pereiraBrett ShanklesVice PresidentView Profile, brett shanklesFrank JessopVP FinanceView Profile, frank jessop