Account Type******* *****Account Owner****** ********Account Opps/Deals******* *******Closed Won • Aug 24**K $Closed
**** *****Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Advanced Benefit SolutionsPresidentMay 21 - PresentCollaborative Insurance SolutionsPrincipal at Collaborative Planning GroupFeb 20- Dec 21Fiduciary Insurance GroupPartnerJun 19- Feb 20
Scott MacphersonPresidentView Profile, scott macphersonFloran AubryCo Founder COOView Profile, floran aubryPini MandelCEO Co FounderView Profile, pini mandel