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
Insurance Planning AdvisorsManaging PartnerMay 20 - PresentSaybrus PartnersSenior Wealth Management ConsultantNov 11- May 20Nationwide FinancialRegional Internal ConsultantSep 10- Nov 11
Sarah EichlerBusiness Development ManagerView Profile, Sarah EichlerAdam CaldwellBusiness Development ManagerView Profile, Adam CaldwellGuy OrridgeEMEA Alliances ManagerView Profile, Guy Orridge