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
Covr Financial TechnologiesAdvanced Insurance Planning DirectorSep 24 - PresentSHG Planning IncCEO | Business Succession + Wealth Preservation for High Net Worth IndividualsJul 85 - PresentForbes Business CouncilOfficial MemberAug 20- Aug 23
Nathan MoffatVice President Global ControllerView Profile, nathan moffatTimothy QuockVice President FinanceView Profile, timothy quockKyle MerkleVice President FinanceView Profile, kyle merkle