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
The Retirement Advantage Inc TraClient Relationship ManagerJun 17 - PresentEmployee FiduciaryPlan AdministratorApr 15- Jun 17
Dylan SweetwoodCustomer Success ManagerView Profile, dylan sweetwoodDaniela VelasquezCustomer Success ManagerView Profile, daniela velásquezKendall SommerSenior CSMView Profile, kendall sommer