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
SojernBDR Team LeadSep 20- Dec 23Premier ClaimsInside Sales SpecialistMay 20- Sep 20SojernBusiness Development RepresentativeApr 19- Apr 20
Stewart MartinSenior Investment Consultant Direct Indexing And OCIO SolutionsView Profile, Stewart MartinTraci RossSenior Account Manager Commercial Insurance At Marsh Mc Lennan AgencyView Profile, Traci RossNolan KellySenior Funding ManagerView Profile, Nolan Kelly