Account Type****** ***Account Owner*** ***Account Opps/Deals******** ******Closed Won • Dec 24***K $Closed
***** ********Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Wellby FinancialVice President, Collections & Loan ServicingNov 19 - PresentAllstateInsurance Agent/OwnerApr 17- Sep 19Universal Fidelity LpSite DirectorApr 15- Mar 17
Frances JosephVice President Private Wealth AdvisorView Profile, frances josephJonathan TaylorChief Financial OfficerView Profile, jonathan taylorKevin BarrettVice President Chief Financial OfficerView Profile, kevin barrett