Description
Provider of employee benefits consulting services. The company's employee benefits consulting services include personal financial planning, retirement plans, insurance advisory and long term care focusing on small group insurance sales and service.
Contact Information
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Name | Title | Board Seat | Contact Info |
---|---|---|---|
David Nevin | Chief Executive Officer, Founder & President |