Account Type***** ****Account Owner****** ********Account Opps/Deals******** ***Closed Won • Mar 25****K $Closed
**** *****Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Usi Insurance ServicesEmployee Benefits ProducerNov 23 - PresentNava BenefitsStrategy ConsultantSep 21- Oct 23Power Forward GroupFinancial ProfessionalApr 21- Sep 21