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
Christian WernerManaging PartnerView Profile, christian wernerJohannes HerbstCo FounderView Profile, johannes herbstLou KeyesChief Executive Officer Board MemberView Profile, lou keyes