Account Type***** *******Account Owner**** ***Account Opps/Deals*** *****Closed Won • Oct 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
Melissa HensleyClient Implementation ManagerView Profile, melissa hensleyShuki ShmuelyCustomer Success AnalystView Profile, shuki shmuelyMilo GolubCustomer SuccessView Profile, milo golub