Account Type****** ***Account Owner******** ***Account Opps/Deals*** *****Closed Won • Oct 24****K $Closed
**** *****Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Usi Insurance ServicesSelect National Sales DirectorJun 20 - PresentAlliant Insurance ServicesProducerJul 18- Jun 20LocktonProduction Resource Group Student WorkerJun 17- Apr 18
Mike MarkmanChief Revenue Officer CROView Profile, mike markmanDavid ChanSenior Vice President Regional Sales Manager Citi Personal Wealth ManagementView Profile, david chanYariv Ben YehudaVP Worldwide SalesView Profile, yariv ben yehuda