Account Type******** ****Account Owner******** ****Account Opps/Deals*** *****Closed Won • Feb 25****K $Closed
****** *****Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
AvantaxWealth Managment Academy Assistant AdvocateMar 03- Feb 25Fidelity InvestmentsSenior Specialist, Retirement DistributionsOct 95- Feb 03
Meytal SandorHead Of People And CultureView Profile, Meytal SandorGlynn YorkeHR Technology Change The Bank LeadView Profile, Glynn YorkeTom Bibas BarkanCheck Points Emerging Training Program ManagerView Profile, Tom Bibas Barkan