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
New York Life Insurance CompanyAgency brokerDec 24 - PresentOptaviseInsurance BrokerJul 15 - PresentWashington National Insurance CompanyInsurance BrokerJun 15 - Present
Michael JamesMortgage Loan OfficerView Profile, Michael JamesAnne BeasonSenior Audit Associate At REDWView Profile, Anne BeasonClaire HoganTreasury AssociateView Profile, Claire Hogan