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
FlourishHead of Flourish Insurance SalesMar 25 - PresentJacksonManaging Director, RIA and Wealth ManagersFeb 19- Dec 24Entrust GlobalSenior Vice President, Private WealthApr 17- Oct 18
Daniel FreiRegional Director Of SalesView Profile, Daniel FreiZafar HaqDirector Sales AlliancesView Profile, Zafar HaqJoseph PapineauDirector Of Freight SalesView Profile, Joseph Papineau