Account Type**** ********Account Owner******* ***Account Opps/Deals******** ********Closed Won • Aug 24***K $Closed
****** *******Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Jamie ClarkPensions SpecialistView Profile, jamie clarkDoug HolmMarine Hull Liability Insurance Consultant And BrokerView Profile, doug holmJoshua CohenPartner Wealth Management AdvisorView Profile, joshua cohen