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
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
Larry HargisDirector Of Develoment And CFOView Profile, Larry HargisKenji MatsumotoRegional Financial Controller For Asia Pacific And JapanView Profile, Kenji MatsumotoNatalie MauroAssistant Vice President Insurance ExperienceView Profile, Natalie Mauro