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
Dws GroupSenior Wealth ConsultantOct 22 - PresentLord Abbett Co LlcRegional ManagerNov 17- Nov 21Putnam InvestmentsRegional Marketing Director | External WholesalerJul 14- Nov 17
Kait OsolnickInvestor Relations ManagerView Profile, Kait OsolnickMatt PermisonHead Of FP AView Profile, Matt PermisonJason ChaffeeRetirement Plan AdvisorView Profile, Jason Chaffee