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
Coterie InsuranceDirector-Agency DistributionMar 22 - PresentFirst Connect Insurance ServicesAgency ManagerApr 20- Mar 22IndiumVirtual Agency Relationship ManagerApr 16- Apr 20