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
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
Alexander MossHead Of FinanceView Profile, alexander mossAli AyubFinance Operations ManagerView Profile, ali ayubKelvin CAVP Enterprise Risk Management Financial CrimeView Profile, kelvin c.