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
Risk Strategies CompanyFamily Office Team Leader - Private Client, Vice PresidentAug 23 - PresentMarsh MclennanSr. Client Advisor, Assistant Vice PresidentMar 17- Aug 23Cbiz Advisory ServicesAccount Executive - Personal LinesSep 14- Mar 17
Todd Santa MariaPresidentView Profile, todd santa mariaJack DevlinVice PresidentView Profile, jack devlinKush PathakVP Business Transformation And Strategic Vendor ManagementView Profile, kush pathak