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
Powell WealthClient AdvisorDec 24 - PresentNuveen A Tiaa CompanyInternal Advisor Consultant- Mass MarketJul 23- Dec 24Bernhardt FurnitureSales AssociateJun 21- Apr 23
Kelly TeahanEnterprise Customer Success ManagerView Profile, Kelly TeahanDan Knight SsgbDigital Continuous Improvement AnalystView Profile, Dan Knight SsgbAnthony MendelCase ManagerView Profile, Anthony Mendel