Account Type**** *****Account Owner****** ****Account Opps/Deals*** ******Closed Won • Nov 24***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
Noah MillerFounder Chief Advisory OfficerView Profile, noah millerBert FaberVice President GovernanceView Profile, bert faberDavid McabeeVice President Enterprise SolutionsView Profile, david mcabee