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
Wealth Access IncChief Experience OfficerOct 19- Aug 23ZephyrDirector of Service BureauJan 14- Oct 19The Ame Group Formerly AnsVice President Client Services & EducationMar 13- Dec 13
Matt KayMentorView Profile, matt kayRyan NantellSenior ProducerView Profile, ryan nantellNicholas VassConsultantView Profile, nicholas vass