Account Type******** ********Account Owner***** *******Account Opps/Deals****** *****Closed Won • Jan 25**K $Closed
******* *****Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
ThriventManager of Virtual AdviceFeb 23 - PresentAmeriprise Financial Services LlcManager of Client ServiceMay 22- Feb 23Northwestern MutualDirector of Client Relations, Contracting and Licensing, and Investment Operations ManagerSep 14- Jan 22
Jeffrey J PoffSenior Manager Contact Center OperationsView Profile, Jeffrey J PoffJulia DovolosSenior Customer Care ManagerView Profile, Julia DovolosJennifer KatzSr Customer Service And Logistics ManagerView Profile, Jennifer Katz