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
CoadvantageBusiness ConsultantMay 24 - PresentTrinetSales ConsultantOct 18- Apr 24PaychexRegional Retirement Plan Wholesaler - Florida/GeorgiaAug 11- Feb 15
Garrett HerbertPartner Merger Acquisition ServicesView Profile, Garrett HerbertJill KnollSenior DirectorView Profile, Jill KnollJames WardStrategic AccountsView Profile, James Ward