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
Symmetry Financial GroupInsurance AdvisorDec 22 - PresentPma Usa Performance Matters Associates IncSupplemental Health and Life Insurance AgentDec 20- Sep 21PrimericaSales AgentOct 20- Sep 21
Mani MahfooziSenior Advisor FP AView Profile, Mani MahfooziGriffin CampbellFinance And Operations AssociateView Profile, Griffin CampbellAlex PowellFinance ManagerView Profile, Alex Powell