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
BestowSenior Director, CX & Insurance OperationsMar 22 - PresentLpl FinancialVP, Insurance OperationsJun 16- Mar 22
Heidi BryanManaging DirectorView Profile, Heidi BryanStephen SchmittVice President Operations ServiceView Profile, Stephen SchmittSteve LewisManaging DirectorView Profile, Steve Lewis