Account Type*** ******Account Owner******** ********Account Opps/Deals**** ******Closed Won • Mar 25***K $Closed
*** ******Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Biztobiz Insurance Services LlcExecutive Vice ChairmanNov 24 - PresentAxim AgencyChief Executive OfficerSep 23 - PresentTransamerica Financial Advisors IncBrokerAug 06- May 23