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
Life SherpaDirector Of Strategic PartnershipsMar 21- Nov 23St George BankHead of Distribution, St George Financial PlanningAug 11- Feb 15BtNational CVP DirectorSep 10- Aug 11
Fred RockwellFounder CEOView Profile, Fred RockwellWill TreppCo Founder Chief Operating OfficerView Profile, Will TreppLisa GrosseExecutive Vice PresidentView Profile, Lisa Grosse