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
Guidant FinancialDirector of 401k Administration ServicesAug 09 - PresentJpmorganchaseProcessing Rep, SrMay 03- Mar 06
Frederico LupiPortfolio Manager Agora FundView Profile, frederico lupiHolly KnightDirector Retirement Plan ServicesView Profile, holly knightTimothy KamomboFinance DirectorView Profile, timothy kamombo