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
Bok FinancialVP | IW Relationship Manager IVDec 23 - PresentAspen HrRetirement Plan ManagerNov 22- Dec 23NextepRetirement Plan ManagerJul 15- Nov 22
Samuel P RaiaSenior Director Trade Development On PremiseView Profile, Samuel P RaiaParker BoulandBusiness Development RepresentativeView Profile, Parker BoulandLomesh PatelDirector Of Sales And Business DevelopmentView Profile, Lomesh Patel