Account Type****** ********Account Owner*** ****Account Opps/Deals****** ***Closed Won • Dec 24**K $Closed
***** *******Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Franklin TempletonVP - ETF SpecialistJun 11 - PresentFarmers InsuranceAgency Owner Felix Insurance AgencyMay 02- Jun 11
Kevin M LeonardPartner Practice Group Director Public Funds Taft HartleyView Profile, kevin m. leonardMatt MedlinTech Sector And ESG LeaderView Profile, matt medlinJanice PhillipsOwnerView Profile, janice phillips