Account Type****** ****Account Owner******* *******Account Opps/Deals****** ****Closed Won • Dec 24***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
Carly PDirector Of PartnershipsView Profile, carly p.Francesca JacksonDirector Of Partnerships Event OperationsView Profile, francesca jacksonMarc HaughtonDirector Business DevelopmentView Profile, marc haughton