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
Mercer AdvisorsSenior Compliance Manager - Marketing & OperationsJul 21 - PresentBmoSenior Compliance Officer - Central Wealth Compliance - MarketingApr 18- Jul 21Raymond JamesSenior Compliance Advisor - AdvertisingMay 15- Apr 18
Barb ElliottDirector Of Sales OperationsView Profile, barb elliottTaylor WeikleRenewal ManagerView Profile, taylor weikleLorrie DunneDistrict ManagerView Profile, lorrie dunne