Account Type******* ********Account Owner***** ****Account Opps/Deals**** *****Closed Won • Jan 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
Larry CassarCo FounderView Profile, Larry CassarCraig AdamsFounding PartnerView Profile, Craig AdamsBrian PoelmanVice President Kelly ConnectView Profile, Brian Poelman