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
Fabio SalimPresident And Chief Operating Officer COOView Profile, Fabio SalimPatrick GotzlerFounder MDView Profile, Patrick GotzlerSarah Tuakli CooperExecutive DirectorView Profile, Sarah Tuakli Cooper