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
EmpowerClient Service ManagerFeb 22 - PresentEquitableRetirement Plan Account ManagerJun 21- Feb 22Fidelity InvestmentsWorkplace Planning Consultant IIFeb 19- Apr 21
Cody BroughtonSenior Client Services Support SpecialistView Profile, cody broughtonHenrik HietanenCustomer Support ManagerView Profile, henrik hietanenRosemary BallanceClient Service SpecialistView Profile, rosemary ballance