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
UsaaSenior Vice President, General Manager P&C Distribution & ServiceSep 09 - PresentFisher InvestmentsInvestment CounselorJun 08- Nov 09Morgan StanleyFinancial AdvisorMar 06- Jun 08
Elizabeth MccraryVP Growth OperationsView Profile, elizabeth mccraryMike WhitmoreOwnerView Profile, mike whitmoreDavid OsbornePartnerView Profile, david osborne