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
American Senior BenefitsVice President of Advisory Insurance Solutions - ASB-BrokerageAug 09 - PresentCarson WealthInsurance AdvisorJan 19- Apr 20Fusion Financial PartnersDirector - Estate Planning & Risk MitigationJun 18- May 19
Peter MuhlenfeldVP Sales MarketingView Profile, Peter MuhlenfeldShai GindiVP Business Development And Sales Y Tech GroupView Profile, Shai GindiCasey RyanChannel Alliance ExecutiveView Profile, Casey Ryan