Account Type******** ********Account Owner******** ********Account Opps/Deals******* ********Closed Won • Oct 24***K $Closed
**** ******Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Gold Leaf Financial Group IncPresident, Co-Founder, Managing Partner, Sr. Insurance AdvisorJan 21 - PresentGold Leaf Financial Group IPC Securities CorporationInvestment AdvisorJan 21 - PresentDi Brina Family HoldingsPresidentJan 21 - Present
Gemma SavilleControl And Compliance Director The Moorings And SunsailView Profile, gemma savilleJohannes NassCo Founder And Managing DirectorView Profile, johannes nassGregory BeyerPresidentView Profile, gregory beyer