Account Type****** *****Account Owner***** ********Account Opps/Deals*** *******Closed Won • Oct 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
Christopher KobloskyVice President OperationsView Profile, christopher kobloskySarah Elizabeth BergstrandOffice Operations ExecutiveView Profile, sarah elizabeth bergstrandRachel Ann PitanSenior Director Service DeliveryView Profile, rachel ann pitan