Account Type*** ****Account Owner******* ***Account Opps/Deals*** ********Closed Won • Mar 25****K $Closed
******** ***Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Nationwide FinancialRelationship Manager, Managing DirectorJan 25 - PresentTiaaManaging Director, Institutional Retirement Plan Sales Jan 11- Apr 23Fidelity InvestmentsManaging DirectorJan 07- Jan 11
Julie TomichManaging Director Customer Experience DeliveryView Profile, Julie TomichJames RodgersDirector Customer Experience North American DivisionView Profile, James RodgersChristopher WhitlowDirector Of Client ServicesView Profile, Christopher Whitlow