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