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
Lpl FinancialVice PresidentMay 21 - PresentWaddell ReedDirector Advisor Services Contact CenterJun 18 - PresentAmerican Century InvestmentsManager Direct Sales and ServiceOct 05- Jun 18
Shana KlaasenCustomer Service Team LeadView Profile, shana klaasenDaryl WilkesDirector Of Customer CareView Profile, daryl wilkesRosemarie HorganClient Service Team Lead Assistant Vice PresidentView Profile, rosemarie horgan