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
Crump Life Insurance ServicesRegional Insurance StrategistAug 24 - PresentAdvisor Insurance SolutionsSr. Vice President of SalesNov 20- Apr 24TransamericaRegional Vice PresidentOct 18- Nov 20
Duncan BurgessInterim Finance DirectorView Profile, Duncan BurgessRick DoerrSenior Wealth Advisor Portfolio ManagerView Profile, Rick DoerrKristen NolanControllerView Profile, Kristen Nolan