Account Type****** *****Account Owner****** ****Account Opps/Deals******** ****Closed Won • Mar 25***K $Closed
*** ***Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
401 GoRegional Vice President - Financial Advisor PartnershipsDec 22 - PresentHuman InterestRegional Director of Revenue - Great Plains RegionJul 21- Oct 22PaychexRegional Retirement External WholesalerJun 19- Jul 21
Vicki ScarlettVice President Partner Solutions Stax PaymentsView Profile, Vicki ScarlettAnn KrierFractional Vice PresidentView Profile, Ann KrierKaitlyn OshaughnessyChief Financial OfficerView Profile, Kaitlyn Oshaughnessy