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
Insurance Planning AdvisorsDirector - Operations & Special ProjectsApr 24 - PresentThe Pinnacle GroupDirector Of DistributionMar 12 - PresentCapitas FinancialFinancial Services ProfessionalJan 09- Mar 11
Adam P VenanziDirectorView Profile, Adam P VenanziMike HeinzenDirector Of Retail OperationsView Profile, Mike HeinzenSteve NewmanSenior DirectorView Profile, Steve Newman