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
ZinniaChief of Staff, Director, Insurance SolutionsAug 23 - PresentPolicygeniusAssociate Director, PolicygeniusPro Partner SuccessFeb 16- Aug 23Lenox AdvisorsSenior Case Manager, Team LeadSep 11- Mar 16
John FernandezChief Financial Officer AdvisorView Profile, John FernandezDale NguyenPresident CROView Profile, Dale NguyenSarah KocaChief Financial OfficerView Profile, Sarah Koca