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
Relation Insurance ServicesRisk Advisor, Employee BenefitsDec 24 - PresentUsi Insurance ServicesPartner | Senior Employee Benefits AdvisorDec 17- Aug 24Wells Fargo Insurance ServicesRegional Director, National Accounts - BridgeStreet Consulting, a division of Wells Fargo InsuranceOct 13- Dec 17