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
Fra Trust AdvisorsExecutive Vice President of Virtual Client RelationsJul 24 - PresentHealthplanoneSales ManagerFeb 24- Jul 24EnsuremSales ManagerJul 19- Feb 24
Patty PetersonPresident UASView Profile, patty petersonDavid RonPrincipal OwnerView Profile, david ronJason MeffordVice President Of Planning ProgramsView Profile, jason mefford