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
Carson WealthLead Client Service AssociateJul 18 - PresentAmarillo IsdElementary School TeacherJan 95- Jun 18
Brittany DaleyClaims ManagerView Profile, Brittany DaleyShane CanuletteRegional Service ManagerView Profile, Shane CanuletteAnna NunesProduct Support EngineerView Profile, Anna Nunes