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
Lpl FinancialVice PresidentMay 21 - PresentWaddell ReedDirector Advisor Services Contact CenterJun 18 - PresentAmerican Century InvestmentsManager Direct Sales and ServiceOct 05- Jun 18
Nicky ShearerSenior Director Product SupportView Profile, Nicky ShearerTerri Poindexter SmithProfessional Services ConsultantView Profile, Terri Poindexter SmithRichard CanadaManager II Customer Service Center Of Excellence At Wolters Kluwer Tax Accounting USView Profile, Richard Canada