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
TransamericaNational Director, Business Development | Workplace SolutionsJun 10 - PresentBmoNational Sales & Product Manager | Small Business Retirement Plans Feb 02- May 10BairdSmall Business Retirement Plans ConsultantJan 98- Jan 02
Taylor LeeHead Of SalesView Profile, Taylor LeeMaximilian De MartiniKey Account ManagerView Profile, Maximilian De MartiniRodney TranAssociate Portfolio SpecialistView Profile, Rodney Tran