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
EmpowerClient Service ManagerFeb 22 - PresentEquitableRetirement Plan Account ManagerJun 21- Feb 22Fidelity InvestmentsWorkplace Planning Consultant IIFeb 19- Apr 21
Raymond LManager Customer Support EMEA APACView Profile, Raymond LOlin PerkinsCall Center DirectorView Profile, Olin PerkinsJames LeedomCustomer Technical Advisor MarketoView Profile, James Leedom