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
Carson WealthClient Relationship SpecialistFeb 22 - PresentGohealthSenior Benefits ConsultantMay 21- Feb 22Fidelity InvestmentsCustomer Relationship AdvocateFeb 19- May 21
Samantha HamptonImplementation SpecialistView Profile, samantha hamptonBailey NicholsOnboarding SpecialistView Profile, bailey nicholsDana BlausteinLead Customer Transition ConsultantView Profile, dana blaustein