Account Type*** ******Account Owner****** *****Account Opps/Deals*** *******Closed Won • Mar 25**K $Closed
******** *******Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
NewfrontAVP, Retirement Plan ConsultantJan 25 - PresentSalesforceAccount Executive | Digital | Financial ServicesJul 23- Jan 25Rollworks A Division Of NextrollMid-Market Account ExecutiveJun 21- Aug 23