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
Shepherd Financial AdvisorsCo-Founder and Investment Advisor RepresentativeMar 22 - PresentTransamerica Financial Advisors IncInvestment Advisor RepresentativeJul 17- Mar 22Merrill EdgeFinancial Solutions AdvisorJun 16- Jul 17
John JonassenSenior Vice President Chief Underwriter And Head Of ClaimsView Profile, John JonassenRonny ApfelChief Financial OfficerView Profile, Ronny ApfelKaren MoranCFO COOView Profile, Karen Moran