Account Type******** *****Account Owner******** ***Account Opps/Deals**** ******Closed Won • Dec 24***K $Closed
******* ********Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Simplicity GroupPartnerJan 19 - PresentSimplicity Des Moines Formerly Davis Life AnnuityPartnerJan 19 - PresentCno Financial GroupSenior VPJan 92- Jan 02
Jere WilliamsExecutive AssistantView Profile, jere williamsBonnie SmerdaProject ManagerView Profile, bonnie smerdaIstvan JagerCDP Team LeaderView Profile, istvan jager