Caller asked for Owner. Said they were from a "Russell Carpel's office." Which they said was also the name of their company. Possible "Financial/ investment firm."

Guy named Chris calling for my CFO by first name only, said he's with Level Fund

Caller never gave his name, but claimed to have spoken with a company executive. Later found out that he was given the executive's name from our receptionist when he was fishing for a target. The caller said he was talking to companies about Level Funding Benefits plans (which is a step in healthcare independence between fully insured and self-funded), but his speech was littered with verbal stalls and lacked a certain level of product knowledge to indicate that a red flag was in order.