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
Usi Insurance ServicesEmployee Benefits Sales UnderwriterFeb 19 - PresentCreative Planning Business ServicesClient Care SpecialistSep 14- Feb 19Northwestern MutualFinancial RepresentativeMay 13- Apr 14
Patrick HarveySales Associate IIView Profile, Patrick HarveyChandler JonesSales Development RepresentativeView Profile, Chandler JonesJessica ClarkSenior Sales Development RepresentativeView Profile, Jessica Clark