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
Principal Financial GroupFinancial Representative, Principal Securities Registered Representative, Financial AdvisorFeb 21 - PresentMassmutual Central U SFinancial Advisor, CFBSSep 07- Feb 21
Marina VerbenskaOffice Manager Investor Relations AssistantView Profile, Marina VerbenskaMichelle SchulzeVentures Investment AssociateView Profile, Michelle SchulzeJustine GonzalesBilling AnalystView Profile, Justine Gonzales