Account Type******* *******Account Owner******* *****Account Opps/Deals**** ********Closed Won • Jan 25****K $Closed
*** *****Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Doeren Mayhew Insurance GroupManaging Director, Life Insurance DivisionFeb 21 - PresentAmerica Group Retirement Strategy CentersLPL Financial AdvisorOct 17 - Present
Payal PunnVice PresidentView Profile, Payal PunnJamey MoranMetro Atlanta Program ManagerView Profile, Jamey MoranJudah RosenSVP Customers Enterprise GrowthView Profile, Judah Rosen