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
David SymeckoManaging Director Business DevelopmentView Profile, David SymeckoManny DeoraFounder Managing DirectorView Profile, Manny DeoraTom MandelOwnerView Profile, Tom Mandel