Account Type**** *****Account Owner******** ***Account Opps/Deals*** ********Closed Won • Jan 25***K $Closed
****** ****Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
GeowealthVP, Business DevelopmentApr 24 - PresentFirst Ascent Asset ManagementDirector of Advisor ConsultingJun 16- Apr 24Frontier Asset Management L L CRegional Sales ConsultantFeb 13- Jun 16
Javari LeachVP Of SalesView Profile, Javari LeachTodd CaveVice President Of SalesView Profile, Todd CaveBrad FreathySenior Vice President Commercial And Carrier SalesView Profile, Brad Freathy