Account Type****** ********Account Owner***** ******Account Opps/Deals******* ******Closed Won • Feb 25***K $Closed
******* *****Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Cetera Financial GroupOnboarding CoachAug 23 - PresentSecurian FinancialBranch Operations AnalystApr 07 - Present
Kate WrightAccount ManagerView Profile, Kate WrightLeani Du PlessisAccount ManagerView Profile, Leani Du PlessisMelissa NolanFamily Case ManagerView Profile, Melissa Nolan