Allison Keller, Wealth Enhancement | Find your best path for intro

Allison Keller

Client Service Manager

🏢 Job Change

(2 months ago)

Wealth Enhancement

Your Organizational Collective Activity

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Last interaction was ** days ago.

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CRM Data

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Account Type**** ********

Account Owner******** ********

Account Opps/Deals

******* *****

Closed Won • Dec 24

***K $

Closed

Best path for intro

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Past Champion

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Colleague - Career Overlap

Leveraging your organizational collective network
to fuel scalable (and repeatable) business growth.

Allisons’ Career Overlaps

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****** *****

Worked in execs roles at *** together from 2021-2024

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Worked in the same department at *** together from 2021-2024

Allisons’ Past Experience

Wealth Enhancement
Client Service Manager
Dec 24 - Present
Carson Wealth
Client Services Manager
Apr 19- Dec 24
Maryland Department Of Public Safety Correctional Services
Fiscal Accounts Clerk
Apr 14- Aug 16

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