Account Type******** ***Account Owner**** ***Account Opps/Deals*** *******Closed Won • Dec 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 IncClient ExecutiveDec 23 - PresentAlliant Insurance ServicesSenior Client ManagerAug 18- Dec 23Risk Strategies CompanyPersonal Lines - Risk Management AdviserMar 15- Aug 18
Katrina MashackSenior Account ExecutiveView Profile, katrina mashackEmily SipesAccount ManagerView Profile, emily sipesMatthew GoldenbergInvestment Sales AssociateView Profile, matthew goldenberg