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
Allianz LifeAnnuity Support Specialist A-ListJun 15 - PresentPrudential FinancialSales and Marketing AssistantJun 14- Jul 15TransamericaAgent Support ManagerApr 10- Jan 14
Jessica LuiWealth Management Client ServicesView Profile, jessica luiJeff RyanRemote Support EngineerView Profile, jeff ryanCrystal WilliamsSr Customer Service RepView Profile, crystal williams