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
AscensusDirector of Client ServicesOct 11 - PresentTd AmeritradeFinancial Services RepresentativeAug 10- Jul 11Great Western BankSales Representative/Teller ISep 06- Aug 10
Tara PuckettDirector Client Success IncentivesView Profile, tara puckettBrian DiazDirector Of Operations Customer ExperienceView Profile, brian diazJon ShermanDirector Customer Advocacy TechnologyView Profile, jon sherman