Account Type******* ****Account Owner***** *****Account Opps/Deals****** *******Closed Won • Dec 24****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
Matt LedeboerSales Coordinator Customer Success RepresentativeView Profile, matt ledeboerBen CauserAccount ManagerView Profile, ben causerNick InzeoSenior Director Revenue ExpansionView Profile, nick inzeo