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
Gold Leaf Financial Group IncPresident, Co-Founder, Managing Partner, Sr. Insurance AdvisorJan 21 - PresentDi Brina Family HoldingsPresidentJan 21 - PresentGold Leaf Financial Group Ipc Securities CorporationInvestment AdvisorJan 21 - Present
Rebekah GarberClient Executive DirectorView Profile, Rebekah GarberEric RodgersFounderView Profile, Eric RodgersDavid TerlizziDirector Professional Affairs Services And Government RelationsView Profile, David Terlizzi