Account Type******* ******Account Owner***** ****Account Opps/Deals****** *******Closed Won • Nov 24***K $Closed
*** ******Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Three Sixty Wealth ManagementFounder | CEO | Senior Wealth AdvisorJul 06 - PresentZurich North AmericaRegional Finance & Insurance ExecutiveMar 95- Jul 06
Helena KarchereDirector Of Bailey Program For Family EnterpriseView Profile, helena karchereThad ShawFounderView Profile, thad shawPaul TiceRetiredView Profile, paul tice