Account Type**** ********Account Owner*** ****Account Opps/Deals****** ****Closed Won • Feb 25***K $Closed
***** ***Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
AvantaxAnnuity Solutions Sales SpecialistSep 16 - PresentHd Vest Financial ServicesSales SupervisorFeb 00 - Present
John OHead Of SalesView Profile, John OTeresa Marie GotimerRetiree Sales And StrategyView Profile, Teresa Marie GotimerLiz DrysdaleBoard AdvisorView Profile, Liz Drysdale