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
AvantaxWealth Managment Academy Assistant AdvocateMar 03- Feb 25Fidelity InvestmentsSenior Specialist, Retirement DistributionsOct 95- Feb 03
Jennifer PollHR Field Operations ManagerView Profile, Jennifer PollAnnette VaughnProject Management HR ConsultantView Profile, Annette VaughnKarolina KrouzkovaHr Digital ManagerView Profile, Karolina Krouzkova