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
Swiss Life SelectState Approved Independant Financial ConsultantNov 03 - PresentChase De VereIndependant Financial ConsultantJan 03- Jan 10
Nagesh JoshiPricing AnalystView Profile, nagesh joshiThom RoseVP Of FinanceView Profile, thom roseSeth FennFinancial AdvisorView Profile, seth fenn