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
Harel Insurance FinanceLicensed Insurance AgentJul 22 - PresentShekel GroupLicensed Insurance AgentFeb 21- Aug 22Value Advanced InvestmentsLicensed Insurance AgentApr 18- Feb 21
Donald RobinsonMortgage Loan OfficerView Profile, Donald RobinsonKaren HaynesTrading UnderwriterView Profile, Karen HaynesDebra AguileraBusiness Financial AnalystView Profile, Debra Aguilera