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 FinancialVice PresidentMay 21 - PresentWaddell ReedDirector Advisor Services Contact CenterJun 18 - PresentAmerican Century InvestmentsManager Direct Sales and ServiceOct 05- Jun 18
Shamon JacksonManager Client Relations CenterView Profile, shamon jacksonRichard BriggsHead Of Customer Experience RetailView Profile, richard briggsTroy SvennesCustomer Service SupervisorView Profile, troy svennes