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
Horan WealthRetirement Plan Advisor, Client Relationship Management Feb 21 - PresentNationwide FinancialImplementation ManagerJan 12- Feb 21Tailored ManagementContractorJul 11- Jan 12
Jason SellersDirector Of Customer ServiceView Profile, Jason SellersAniket SharmaCustomer Success Account ManagerView Profile, Aniket SharmaSara MillerDirector Of Client ServicesView Profile, Sara Miller