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
RetirableCo-FounderOct 19 - PresentPolicygeniusHead Of Operations ExpansionJul 15- Oct 19Northwestern MutualAssociate Wealth Management AdvisorDec 08- Jul 15
Kimberly PetersonFounder And Principal ConsultantView Profile, Kimberly PetersonIan Ernst ChaiCo FounderView Profile, Ian Ernst ChaiChristina SnellFounder Personal Professional Growth DevelopmentView Profile, Christina Snell