Account Type**** ******Account Owner****** ******Account Opps/Deals***** ********Closed Won • Mar 25**K $Closed
******** *******Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
The Daniel Henry CoBusiness Insurance | Property & Casualty | and personal Lines BrokerDec 23 - PresentClayton Investment AssociatesFinancial consultantFeb 25- Apr 25Park Avenue Securities Guardian Life Insurance CompanyFinancial RepresentativeJan 22- Feb 25
Ran RelevyBusiness Development And Financial ManagerView Profile, Ran RelevyScott GravesPartner Co Head Of Private Equity Portfolio Manager Head Of Special OpportunitiesView Profile, Scott GravesKathleen DeitschRetail Loss AdvisorView Profile, Kathleen Deitsch