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
Nationwide FinancialRelationship Manager, Managing DirectorJan 25 - PresentTiaaManaging Director, Institutional Retirement Plan Sales Jan 11- Apr 23Fidelity InvestmentsManaging DirectorJan 07- Jan 11
Rob JacksonDirector Functional Consulting Workday Success PlansView Profile, Rob JacksonMichelle RuizDirector Of Client SupportView Profile, Michelle RuizShelli KeagleHead Of Customer EngagementView Profile, Shelli Keagle