Account Type*** *******Account Owner*** ******Account Opps/Deals***** ******Closed Won • Oct 24**K $Closed
*** *****Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
EquitableLead Manager Digital Tools TrainerApr 19 - PresentAxa UsSenior Implementation ManagerSep 11- Apr 19University Of FloridaStudent Body TreasurerMay 10- Apr 11
Nick RatcliffeRegulatory PrincipalView Profile, nick ratcliffeEstefany ZamoranoResource Planning Manager Advice Wealth ManagementView Profile, estefany zamoranoJessica BodnarHead Of PhilanthropyView Profile, jessica bodnar