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
Wealth EnhancementVP New Client DevelopmentAug 24 - PresentEmpowerSr. Director, Wealth AdvisoryFeb 23- Aug 24Personal CapitalDirector, Client SuccessMay 17- Feb 23
Sean TomineyVice President Of Sales Mid MarketView Profile, sean tomineyLydia TaylorDirector Of Sales MarketingView Profile, lydia taylorKieran J MorrisVice President Of Sales And MarketingView Profile, kieran j. morris