Account Type****** ********Account Owner***** ****Account Opps/Deals*** *****Closed Won • Nov 24***K $Closed
***** ********Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
JacksonDirector, Advisory IntegrationAug 18 - PresentLevanti WealthProduction Assistant to the PresidentApr 16- Aug 18Fortune 360 GroupBenefit and Retirement Plan AdministratorJan 16- Feb 16
Taylor BelcherInstructional DesignerView Profile, taylor belcherDavid HallettSenior AdvisorView Profile, david hallettTravis CallanderHead Of Safety Health WellbeingView Profile, travis callander