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