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
Feg Investment AdvisorsClient Service ManagerAug 20 - PresentBahl GaynorInstitutional Client AdministrationFeb 19- Aug 20Fifth Third BankPlan Service Coordinator, Retirement Plan SvcsJun 00- Dec 04
Josh FerrellCustomer Solutions SupervisorView Profile, josh ferrellSlobodan IvanovicMobile Customer SupportView Profile, slobodan ivanovicRachel JacksonCustomer Experience Client Support SpecialistView Profile, rachel jackson