Account Type*** *******Account Owner****** *******Account Opps/Deals******* *****Closed Won • Aug 24***K $Closed
**** ***Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
OptumAssociate DirectorDec 16 - PresentWells FargoTeam LeadMar 10- Dec 16Fidelity InvestmentsRetirement Services SpecialistJan 06- Mar 10
Garry PorterCFOView Profile, garry porterEdward NadelPartnerView Profile, edward nadelTamara Santos BarriosFinancial Planning And Analysis ManagerView Profile, tamara santos barrios