Account Type******** ******Account Owner****** ***Account Opps/Deals*** *****Closed Won • Jan 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
Serg ZhelezniakHead Of Finance And OperationsView Profile, Serg ZhelezniakStephen LloydAssociate Director DepositsView Profile, Stephen LloydPrism Home CareAssociateView Profile, Prism Home Care