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
Futurity First Mid Atlantic AdvisorsAgency Operations ManagerNov 23 - PresentClosed PageBranch LeaderMar 16- Apr 22
Nick SantilloOwnerView Profile, Nick SantilloDavid KaplanAdvisory Operations ManagerView Profile, David KaplanKate VinchotDirector Of UnderwritingView Profile, Kate Vinchot