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
Insurance Planning AdvisorsManaging PartnerMay 20 - PresentSaybrus PartnersWealth Management ConsultantJan 10- May 20Phoenix Life Insurance CompanyWealth Management ConsultantAug 05- Sep 09
William BoelterStrategic Account ManagerView Profile, William BoelterWhitney CardenExecutive Business PartnerView Profile, Whitney CardenMark VulinkFreelance Interim Manager Programma Manager Kwartiermaker Business ConsultantView Profile, Mark Vulink