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
Meritage Wealth Insurance AdvisorsFounding PartnerNov 19 - PresentWells FargoWealth Insurance Specialist - VPMar 16- Nov 19Prudential FinancialRegional Sales Vice President - Institutional DistributionJul 14- Mar 16
Wolfgang BeeckCTO Staedean GroupView Profile, Wolfgang BeeckBrendan HayesSenior Managing DirectorView Profile, Brendan HayesJohn CasparroChief Operating OfficerView Profile, John Casparro