Account Type***** *******Account Owner****** ********Account Opps/Deals****** ***Closed Won • Oct 24**K $Closed
*** ***Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Swat FinancialManaging PartnerDec 15 - PresentQuility InsuranceRegional Agency DirectorDec 15 - PresentSymmetry Financial GroupRegional Agency DirectorDec 15 - Present
Mike WetmorePartner PresidentView Profile, mike wetmoreStella YeungSenior Vice President Chief Information OfficerView Profile, stella yeungAnish KapoorChief Operating OfficerView Profile, anish kapoor