Account Type******* *****Account Owner***** ********Account Opps/Deals**** ***Closed Won • Jul 24**K $Closed
******** ********Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
The Barnett Advisory GroupManaging PrincipalJan 24 - PresentWealth Equity Insurance LiteracyChief Operating Officer | Co-FounderJan 24 - PresentNew York Life Insurance CompanyCorporate Vice President | Head of Insurance Distribution Strategy & OperationsOct 10- Feb 24
Carl RunefeltFounder CEOView Profile, carl runefeltCarl Gough ✨Founder Philanthropist CEOView Profile, carl gough ✨Kai CrankoCo Founder CEOView Profile, kai cranko