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
AvantaxWealth Management Growth ConsultantAug 22 - PresentFidelity InvestmentsWorkplace Planning Consultant IIIJun 18- Jul 22
John A WerleyInsurance Producer Sales ExecutiveView Profile, john a. werleyNick FariaNational Account Executive RipplingView Profile, nick fariaKevin Van RyBroadcom V Mware Sales ConsultantView Profile, kevin van ry