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 Henderson Wade AgencyAgency OwnerOct 23 - PresentEdelman Financial EnginesClient Services AssociateSep 17- Sep 23Retirement ClearinghouseBack-up Retirement SpecialistNov 14- Aug 17
Gregory AnselRetired PartnerView Profile, Gregory AnselBrendan RubyOwner And OperatorView Profile, Brendan RubyRan KatzProcurement Business PartnerView Profile, Ran Katz