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
Marsh Mclennan AgencyVice PresidentApr 22 - PresentAssurance A Marsh Mclennan Agency Llc CompanySenior Account Manager - Retirement Services TeamNov 15- Apr 22Genfi Family And Fiduciary ServicesFinancial Advisor and Employee Benefits SpecialistJul 12- Dec 15
Jay PatelVP Corporate DevelopmentView Profile, Jay PatelHeera GanjikotaChief Strategy Officer CSOView Profile, Heera GanjikotaJim WeirVice President Consumer Lending StrategyView Profile, Jim Weir