Account Type******* *******Account Owner***** ****Account Opps/Deals****** *******Closed Won • Jan 25***K $Closed
******** ***Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
KitchensyncPresident Insurance ServicesAug 24 - PresentNewfrontPrincipalMar 19- Oct 22Independent Insurance AgencyVice PresidentDec 17- Mar 19
Don NeffChief Financial OfficerView Profile, Don NeffCristi SmithChief Financial OfficerView Profile, Cristi SmithLloyd HsiehChief Financial Officer Travel Bank Acquired By U S BankView Profile, Lloyd Hsieh