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
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
Todd GraconChief Revenue Officer CROView Profile, Todd GraconJennifer TuozzoExecutive Director Channel AccountsView Profile, Jennifer TuozzoBen SRegional Vice President Advisor ConsultantView Profile, Ben S