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
Oakbridge InsuranceEVP | Chief Revenue OfficerJan 24 - PresentMcgriffNational Director, Employee Benefits IntegrationOct 13- Oct 23Allegacy Federal Credit UnionPresident, JBA Benefits - VP of Sales, Allegacy ServicesJan 02- Sep 13