Account Type******** ******Account Owner******* ***Account Opps/Deals******** *******Closed Won • Dec 24**K $Closed
**** *****Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
AvantaxWealth Management Growth ConsultantAug 22 - PresentFidelity InvestmentsWorkplace Planning Consultant IIIJun 18- Jul 22
Jim HashmanDirector Of Sales EnablementView Profile, jim hashmanJason MillerSalesView Profile, jason millerBrandon BaxleyRegional Sales ManagerView Profile, brandon baxley