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
WealthvestInstitutional Marketing Manager May 14 - PresentJacksonInternal Wholesaler TraineeJun 13- Apr 14WealthvestDomestic & International Retirement Issue BloggerMay 11- Aug 12
Jeremy RobisonPublic Relations ManagerView Profile, Jeremy RobisonKasie MuhlbachMarketing ManagerView Profile, Kasie MuhlbachMarlene BakerStrategic Communications Marketing And Fundraising ProfessionalView Profile, Marlene Baker