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
LocktonAVP Family Office Advisor Dec 24 - PresentAlliant Insurance ServicesPersonal Risk Marketing ManagerJan 21- Dec 24Bridgepoint Risk ManagementPersonal Risk Marketing ManagerOct 17- Jan 21
James WardVice PresidentView Profile, James WardBarry VuongFounderView Profile, Barry VuongPaul QuigleyFounderView Profile, Paul Quigley