Account Type***** ******Account Owner******** ******Account Opps/Deals*** ******Closed Won • Nov 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
Baldev DhaliwalCustomer Experience ManagerView Profile, baldev dhaliwalKelsey WaldronSenior Customer Success Manager CommercialView Profile, kelsey waldronGregory SorinPrincipal Customer Success ManagerView Profile, gregory sorin