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
Fs InvestmentsSenior Vice President, Product ManagementSep 18- Feb 25Pcs RetirementDirector of ITMay 17- Sep 18PfmSenior Investment Systems AnalystApr 16- May 17
Mayank PatelVP Product Risk ManagementView Profile, Mayank PatelLori HaakmeesterVice President New Product Innovation And Product OperationsView Profile, Lori HaakmeesterRoel DeussVP Of SolutionsView Profile, Roel Deuss