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
ProformexLife Insurance SpecialistJul 19 - PresentBka Financial LlcInsurance Planning SpecialistApr 19- Jul 19Saybrus PartnersWealth Management ConsultantJun 14- Mar 19
Ben AllweilPrivate Investor And ConsultantView Profile, Ben AllweilCara Strickland StockwellControllerView Profile, Cara Strickland StockwellJesse HaydenDirector Of FP A And ReportingView Profile, Jesse Hayden