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
Joe GarafaloCo FounderView Profile, Joe GarafaloJake JarmanPresidentView Profile, Jake JarmanMichael PrasselCo FounderView Profile, Michael Prassel