Account Type******** *****Account Owner******* *****Account Opps/Deals****** *****Closed Won • Mar 25**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
M Financial GroupVice President, Head of Member Firm DevelopmentJan 22 - PresentFinancial Concepts IncExecutive Vice PresidentJan 20 - PresentM Financial GroupVice President, Private Client Solutions; President, M Benefit Solutions Nov 02- Dec 19
Stephen LubyChief Revenue Officer CROView Profile, Stephen LubyStephanie LeeVice President West Coast SalesView Profile, Stephanie LeeVic SunshineVice President Of SalesView Profile, Vic Sunshine