Account Type******** *******Account Owner******* ******Account Opps/Deals***** ****Closed Won • Nov 24****K $Closed
**** ****Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
First Command Financial Services IncVice President, Service & SupportNov 21 - PresentMorgan StanleyVice PresidentJun 18- Nov 21Financial EnginesNational Advisor Center ManagerJun 17- Jun 18
Jennifer HaddadExecutive Client Service AssociateView Profile, jennifer haddadClint WilliamsSenior Vice President Online Customer Service Site LeaderView Profile, clint williamsKirk KlopfensteinVice President Customer ExperienceView Profile, kirk klopfenstein