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
Transamerica Financial Advisors IncRegistered RepresentativeApr 14 - PresentHsa InsuranceIndependent Insurance AgentFeb 17 - PresentWorld Financial Group WfgSr. Marketing Director Aug 09 - Present
Chad KloppersSales Development SpecialistView Profile, Chad KloppersDon ShillidayDirector Of Sales Mid Enterprise Mountain RegionView Profile, Don ShillidayHunter SmithTechnical Partnerships SpecialistView Profile, Hunter Smith