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
Ovation Senior LivingConcierge ManagerJul 24 - PresentLegacy Insurance Group Focus Wealth ManagementInsurance BrokerMar 24- Jul 24Physicians MutualLicensed Insurance AgentJan 20- Mar 24
Sean PhillipsClient Technical Support ConsultantView Profile, Sean PhillipsMichael GrantContact Center ManagerView Profile, Michael GrantShelly RobertsonDirector Consumer CSView Profile, Shelly Robertson