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
HumanaInsurance AgentJun 24 - PresentMyplanadvocateInsurance AgentApr 22- Sep 24Bankers LifeInsurance AgentSep 19- Sep 24
Nancy HBusiness AnalystView Profile, Nancy HNick DeeringInvestment AssociateView Profile, Nick DeeringDeborah OrozcoFP A AnalystView Profile, Deborah Orozco