Account Type**** ****Account Owner*** *******Account Opps/Deals****** *****Closed Won • Jan 25***K $Closed
***** ***Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
AvantaxDirector, Enterprise Relationships & Business Consulting Sep 19 - PresentHd Vest Financial ServicesSenior Relationship ManagerSep 08- Sep 19Wells FargoCustomer Service Specialist, Personal Banker, Business BankerAug 05- Mar 08
Omer Schalit CohenHead Of Global Development And NA Service DeliveryView Profile, Omer Schalit CohenDaniel RekkersHead Of Business DevelopmentView Profile, Daniel RekkersTracy HabbershonLead DirectorView Profile, Tracy Habbershon