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
Mason McbridePersonal Risk AdvisorApr 24 - PresentRegroupMedia AssistantJul 22- Apr 24Ron Jackson Insurance AgencyDirector of First Impressions - InternMay 21- Aug 22
Marissa Helgren GoldFund Accounting ManagerView Profile, Marissa Helgren GoldMicki MorganCFOView Profile, Micki MorganAshlee WrobelFinancial AdvisorView Profile, Ashlee Wrobel