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
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
Allison KalishSenior Director Enterprise Business DevelopmentView Profile, Allison KalishMegan ZeebDirector Of Business DevelopmentView Profile, Megan ZeebMike McclainePartner Head Of Wavestone North AmericaView Profile, Mike Mcclaine