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
Latentview AnalyticsGrowth Leader - Insurance PracticeJan 24 - PresentAltudoSenior Director, Client Partner Insurance & HealthcareNov 22- Jan 24Dmi Digital Management LlcSenior Client Partner - InsuranceJan 20- Jan 22
Bella BrooksSenior FP A Financial AnalystView Profile, Bella BrooksKatie SimonsPrincipal Financial Services PracticeView Profile, Katie SimonsPhong C LeTax SeniorView Profile, Phong C Le