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
PaychexRegional Retirement Manager, Large Market 401(k)Oct 23 - PresentFisher InvestmentsVP of Channel Partnerships - 401(k) SolutionsMar 20- Oct 23Wells FargoRegional Sales Manager, Vice President - Payroll/HCM SolutionsJan 04- Mar 20
Ari SantamariaDirector Of Finance OperationsView Profile, Ari SantamariaKara MarciscanoAssociateView Profile, Kara MarciscanoKatie FarbSenior AccountantView Profile, Katie Farb