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
OptaviseLicensed Insurance AgentNov 24 - PresentAll Purpose Lenders IncCo-Founder Sales Manager Retirement PlanningMar 14 - PresentOle Business Development ServicesBusiness Development ConsultantJul 22 - Present
Sunitha Mani SandhuGrowth Demand GenerationView Profile, Sunitha Mani SandhuLuis Alonso VargasFranchise Development Manager Strategic Industry AlliancesView Profile, Luis Alonso VargasCalvin FlaxBusiness Development Manager Mid MarketView Profile, Calvin Flax