Account Type****** ****Account Owner****** *****Account Opps/Deals**** ******Closed Won • Jan 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
Lucy VargasCRC RMAView Profile, Lucy VargasMichael Scott BrownAgency TraderView Profile, Michael Scott BrownCameron VogelSenior Account ManagerView Profile, Cameron Vogel