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
TransamericaSr. MEP Client Relationship ManagerJul 07 - PresentUnion BankTeam Leader - 401(k) Client Relationship ServicesApr 00- Jul 07Nationwide Financial401(k) Account ManagerNov 98- Apr 00
Madeline MerrittSenior Account ExecutiveView Profile, Madeline MerrittPeter YiClient Account ExecutiveView Profile, Peter YiVan DickersonVP Of SalesView Profile, Van Dickerson