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
Ima Financial Group IncPresident, IMA AdvisorsJul 23 - PresentPartners GroupManaging DirectorJun 19- Jan 23One Medical PassportChief Operating OfficerJan 17- Jan 18
Mark CoxRetiredView Profile, mark coxYaad LevFounderView Profile, yaad levLoren SmithFounderView Profile, loren smith