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
Nationwide FinancialRelationship Manager, Managing DirectorJan 25 - PresentTiaaManaging Director, Institutional Retirement Plan Sales Jan 11- Apr 23Fidelity InvestmentsManaging DirectorJan 07- Jan 11
Jennifer RustayDirector Customer OnboardingView Profile, Jennifer RustayJt TunksDirector Technology Client SuccessView Profile, Jt TunksMichael FoulkesHead Of Customer Success Retail MediaView Profile, Michael Foulkes