Account Type******* *******Account Owner******* ********Account Opps/Deals*** ********Closed Won • Mar 25***K $Closed
***** *******Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Hub InternationalEmployee Benefits and Retirement AdvisorOct 22 - PresentMarsh MclennanEmployee Benefits & Retirement ConsultantApr 18- Oct 22Merrill LynchPortfolio ManagerSep 13- Nov 16