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
Momentous Financial PartnersCo-Founder and COOOct 20 - PresentQuility InsuranceAgency OwnerNov 18 - PresentSymmetry Financial GroupAgency OwnerNov 18 - Present
Charlie CarlisleCo Founder COOView Profile, charlie carlisleKenji NonakaChief Executive OfficerView Profile, kenji nonakaMark StephensonPresidentView Profile, mark stephenson