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
Risk Strategies CompanySenior Vice President, Risk AdvisorJul 24 - PresentMarshAssistant Vice President / BrokerApr 06- Jan 10
David RubenManaging Director Private Wealth AdvisorView Profile, David RubenChessy WestChief Financial OfficerView Profile, Chessy WestAlan FedermanSenior Vice President Of FinanceView Profile, Alan Federman