Account Type***** ********Account Owner***** ********Account Opps/Deals******** *****Closed Won • Oct 24**K $Closed
******* *******Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Fisher InvestmentsInvestment ConsultantDec 23 - PresentRaymond JamesSenior Retirement Plan Service AssociateJun 19- Dec 23TransamericaIntermediate Customer Care RepresentativeApr 17- Jun 19
Mark DaviesStrategic Partnerships LeadView Profile, mark daviesMargaret MyersLead Creative StrategistView Profile, margaret myersRobert BlattBusiness Transformation ArchitectView Profile, robert blatt