Account Type******* *******Account Owner***** ****Account Opps/Deals***** *****Closed Won • Oct 24****K $Closed
**** ****Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Lifetime Wealth Management P CChief Operations Officer/IntegratorDec 24 - PresentLifetime Tax Advisors IncChief Operating OfficerDec 24 - PresentMarvel GroupChief Operating OfficerAug 16- Jun 24
Stephen SchuldtVP Of OperationsView Profile, stephen schuldtPeter T SchillerVP TPA Services OperationsView Profile, peter t. schillerLori FoleySVP Sr Group Operations ManagerView Profile, lori foley