Account Type***** *******Account Owner******* ***Account Opps/Deals**** ******Closed Won • Feb 25****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
Jeff RansomFounder CEOView Profile, Jeff RansomYakir BechlerFounder And CEOView Profile, Yakir BechlerLee WoodCo Founder PresidentView Profile, Lee Wood