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
Wealthcare Management ServicesChief Operations OfficerJan 17 - PresentRetirement Wealth StrategiesDirector of Client ServicesJan 08- Jan 17
Campbell WebbSenior Vice President Infrastructure Platform EngineeringView Profile, Campbell WebbLeon MccormickSenior Director Of Customer Experience OperationsView Profile, Leon MccormickJim St JohnSVP Revenue OperationsView Profile, Jim St John