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
Pat Quahliero State Farm Insurance AgentAgent, ChFCJan 06 - PresentAmerican Express Financial AdvisorsSenior Financial Planner, CFPJan 93- Jan 04
Eric OlsonHematology And Oncology FellowView Profile, Eric OlsonAjay KhannaManaging DirectorView Profile, Ajay KhannaJulie LatourResearch AssistantView Profile, Julie Latour