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
EmpowerVice President Advisory Practice Management & StrategyFeb 23 - PresentPersonal CapitalVice President, Advisory ServiceNov 13- Feb 23ScottradeInvestment ConsultantOct 08- Nov 13
Thomas CrawfordVice PresidentView Profile, Thomas CrawfordKyle GartonVice PresidentView Profile, Kyle GartonJake GarberSVP Director Strategy Account At Zozimus AgencyView Profile, Jake Garber