Account Type****** ****Account Owner****** ***Account Opps/Deals****** *******Closed Won • Nov 24****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
Tim ApgarVP Direct To ConsumerView Profile, tim apgarCaleb BursonVice PresidentView Profile, caleb bursonValencia BeaglesGeneral Manager Of SalesView Profile, valencia beagles