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 AdvisorsManaging PartnerMay 20 - PresentSaybrus PartnersSenior Wealth Management ConsultantJun 10- May 20
Shane RisleyManager Business DevelopmentView Profile, Shane RisleyGreg HeuerBusiness Development ManagerView Profile, Greg HeuerSam StenslandBusiness In The CommunityView Profile, Sam Stensland