Account Type******** ***Account Owner****** ****Account Opps/Deals*** ***Closed Won • Feb 25**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
Monica EscobarDirector Member EngagementView Profile, Monica EscobarFelix KapelTeam LeadView Profile, Felix KapelMaddy CassunExecutive Customer Relation SupervisorView Profile, Maddy Cassun