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
Usi Insurance ServicesEmployee Benefits Sales UnderwriterFeb 19 - PresentCreative Planning Business ServicesClient Care SpecialistSep 14- Feb 19Northwestern MutualFinancial RepresentativeMay 13- Apr 14
Michael FleischmanBoard MemberView Profile, michael fleischmanEthan RodriguezSenior Sales Development RepresentativeView Profile, ethan rodriguezStephen MirandaPrinciple Sales Development RepresentativeView Profile, stephen miranda