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
TiaaManaging Director, Institutional Retirement Plan Sales Jan 11- Apr 23Fidelity InvestmentsManaging DirectorJan 07- Dec 11Bank Rhode IslandSenior Vice President, Cash ManagementJan 05- Dec 07
James Perry OlsonHead Of Customer Growth EMEAView Profile, james perry olsonMike CallahanDirector Of Field Sales And Business DevelopmentView Profile, mike callahanJoey MillerRegional Sales Director Corporate WestView Profile, joey miller