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
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
Jacob LeeFounder OwnerView Profile, Jacob LeeRay CasasPresidentView Profile, Ray CasasCarol EggertSenior Vice President Military And Veteran AffairsView Profile, Carol Eggert