Account Type**** ********Account Owner****** ****Account Opps/Deals****** ****Closed Won • Jul 24***K $Closed
***** *****Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
First Fidelity BankChief Innovation OfficerApr 10 - PresentFirst Fidelity Financial GroupSenior Wealth Manager, CFPApr 10 - PresentInsuricaBroker /LiaisonApr 10 - Present
Heath MorganRVP General Manager Global Walmart AccountView Profile, heath morganMike SimmonsVice PresidentView Profile, mike simmonsDerek SchuerenCEO Co FounderView Profile, derek schueren