Account Type****** *****Account Owner*** ********Account Opps/Deals******* ****Closed Won • Nov 24**K $Closed
******* *******Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Ima Financial Group IncPresident, IMA AdvisorsJul 23 - PresentPartners GroupManaging DirectorJun 19- Jan 23One Medical PassportChief Operating OfficerJan 17- Jan 18
Michael BrakeyManaging Director Head Of Strategic Client Solutions Lending Retirement InsuranceView Profile, michael brakeyShanna JensenPresidentView Profile, shanna jensenRich MccabeHead Of Cross Business Initiatives CAO Wealth And Investment ManagementView Profile, rich mccabe