Account Type***** *****Account Owner******* ****Account Opps/Deals******* ********Closed Won • Aug 24**K $Closed
******* ********Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Lpl FinancialSenior Vice President Customer CareMay 21 - PresentWaddell ReedVP of Client Experience & OperationsNov 16- May 21American Century InvestmentsVice President, Client ExperienceMar 96- Oct 16
Jesse KohlbeckerVice President Of Claims And Client Services Billing ➥ Vice President ClaimsView Profile, jesse kohlbeckerNicole MyersVice President Customer ExperienceView Profile, nicole myersTom Van HooseSr Director SupportView Profile, tom van hoose