Account Type***** *****Account Owner******* *******Account Opps/Deals****** ********Closed Won • Feb 25**K $Closed
******* ***Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Wealth EnhancementVP New Client DevelopmentAug 24 - PresentEmpowerSr. Director, Wealth AdvisoryFeb 23- Aug 24Personal CapitalDirector, Client SuccessMay 17- Feb 23
Darin WelfareSenior Vice President International SalesView Profile, Darin WelfareSlavyk MayewskiVP Of SalesView Profile, Slavyk MayewskiShelby CooperVice President Strategic SalesView Profile, Shelby Cooper