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
LifetimeFinancial Adviser & Financial PlannerFeb 02 - PresentFriends ProvidentFinancial AdviserMar 97- Feb 01
Susan OusterhoutSenior DirectorView Profile, Susan OusterhoutRachel E BrownDirector Business OperationsView Profile, Rachel E BrownMina PerkinsDirector Of Provider OperationsView Profile, Mina Perkins