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
Smartpro FinancialFinancial AdvisorNov 24 - PresentEmpowerManager - Retirement Enrollment & EducationApr 22- Dec 23Prudential FinancialManager - Retirement Education TeamNov 10- Apr 22
Sheng ZhongFinanceView Profile, Sheng ZhongSheila ShepherdFinancial AdvisorView Profile, Sheila ShepherdBuck GlauserControllerView Profile, Buck Glauser