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
Human InterestFinancial Advisor Operations SpecialistJan 21 - PresentFinancial Planning Association FpaManager of Strategic Partnerships Jan 17- Sep 20EmpowerInternal Sales Director - Core MarketNov 08- Dec 16
Paul ThavajPayments GrowthView Profile, Paul ThavajNicoleta BoicencoHead EconomistView Profile, Nicoleta BoicencoRyan ShannonCFOView Profile, Ryan Shannon