Account Type******** ***Account Owner******** ******Account Opps/Deals**** *******Closed Won • Nov 24***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
David FussVice President Service OperationsView Profile, david fussJon BushnellManaging DirectorView Profile, jon bushnellCarlos RecabarrenOperations Technology Manager SVPView Profile, carlos recabarren