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
MyplanadvocateInsurance AgentAug 23- Feb 25TransamericaLife Insurance AgentMar 24- Jun 24EversuranceHealth Insurance AgentAug 21- Aug 23
Daniel SchaeferInvestment Banking Associate Restructuring Special SituationsView Profile, Daniel SchaeferCameron DeereOpportunistic Investing AssociateView Profile, Cameron DeereElizabeth KimiruJunior Equity AdministratorView Profile, Elizabeth Kimiru