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
EmpowerRetirement RepresentativeDec 14- Mar 16State StreetWealth Management Service Associate 1Mar 11- Nov 13Waddell ReedAsset Allocation Quality ProcessorFeb 11- Mar 11
Allen SheffieldSenior Relationship Manager Financial ServicesView Profile, Allen SheffieldJamie ParkSenior Indirect TaxView Profile, Jamie ParkRoger John DrapizaSenior GL AccountantView Profile, Roger John Drapiza