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
Box Professional InsuranceRIA Insurance SpecialistJan 22 - PresentGolsan Scruggs RiaRIA Insurance SpecialistApr 20- Jan 22Gilmer Avenue MediaFounder & CEOApr 17- Apr 20
Zerrin Veldman PrebleProgram Manager Capital PlanningView Profile, Zerrin Veldman PrebleJoyce GrandyManager WSP Advisory Services O CFOView Profile, Joyce GrandyKevin KruseAudit SeniorView Profile, Kevin Kruse