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
Asset Strategy Retirement Plan ConsultantsPartnerAug 18 - PresentUsi Insurance ServicesVice President - Property & CasualtyOct 17- Aug 18Federated InsuranceInsurance Sales RepresentativeOct 13- Oct 17
David BakerSenior Strategic Account ExecutiveView Profile, David BakerPeter MacknessSenior Business Development ManagerView Profile, Peter MacknessBharat DadheechLeading GrowthView Profile, Bharat Dadheech