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
401 GoRegional Plan Consultant Jul 24 - PresentPaylocityAccount ExecutiveOct 22- Jun 24PaychexRegional Retirement Sales RepresentativeAug 12- May 22
Ted LeeManaging OwnerView Profile, Ted LeeJoseph MccallayOperations ManagerView Profile, Joseph MccallayAlexandre SerranoMarketing Ops SpecialistView Profile, Alexandre Serrano