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
Granite Group AdvisorsInstitutional Wealth Management ConsultantFeb 25 - PresentAmeriprise Financial Services LlcFinancial AdvisorMar 21- Jan 25MassmutualFinancial AdvisorMay 20- Dec 20
Yuqing FanCorporate Development Strategic FinanceView Profile, Yuqing FanBrianna CoonrodInsurance OfficerView Profile, Brianna CoonrodKevin HornbeckInvestment Banking AnalystView Profile, Kevin Hornbeck