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
Sun LifeClient Relationship ExecutiveMay 14 - PresentPrincipal Financial GroupAccount ExecutiveJan 11- May 14HealthamericaAccount ManagerJan 99- Jan 02
Susan WhiteClient Success Associate Onboarding GESView Profile, Susan WhiteJessica JohnsonClient Relationship ExecutiveView Profile, Jessica JohnsonMaria Paula PinzonAccount Manager JuniorView Profile, Maria Paula Pinzon