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
Hub InternationalExecutive Vice President and Head of HUB Private Client at HUB International Mar 22 - PresentPure InsuranceChief Marketing OfficerJan 16- Jan 20Morgan StanleyExecutive Director, Chief Marketing Officer, Field and Client Segments, Wealth ManagementJan 09- Jan 16
Jessica GeorgeVice President Client SolutionsView Profile, Jessica GeorgeTucker WilliamsSVP Customer Transformation OpsView Profile, Tucker WilliamsJoseph HosiClient Relationship Manager Associate Vice PresidentView Profile, Joseph Hosi