Account Type*** ******Account Owner**** ***Account Opps/Deals****** ****Closed Won • Jan 25***K $Closed
***** *****Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Feg Investment AdvisorsVice President, Client DevelopmentJan 16 - PresentFidelity InvestmentsPrivate Client GroupMay 14- Jan 16Protective LifeInternal Annuity WholesalerApr 13- Oct 13
Kalpesh ShahRegional Sales Manager SVPView Profile, Kalpesh ShahRedmond Roy KeatingPresident US Independent Dealer Post Sales SupportView Profile, Redmond Roy KeatingJeff OttenChief Revenue Officer CROView Profile, Jeff Otten