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
Principal Asset ManagementWealth SalesApr 21 - PresentPrincipal Financial GroupAdvised Solutions Consultant Oct 04- Apr 21
Robby WeitzmanAccount ExecutiveView Profile, Robby WeitzmanMyles DarcyHead Of Technical Accounts Strategic Partnerships AmericasView Profile, Myles DarcyTrish BewleyDirector Of Revenue EnablementView Profile, Trish Bewley