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
EmpowerSenior Wealth AdvisorMar 22 - PresentT Rowe PriceHigh Net Worth Financial ConsultantJan 19- Mar 22Goldman Sachs AycoClient Analyst & General Securities PrincipalMar 08- Jun 18
Lauren BrockingtonSenior Commissions SpecialistView Profile, Lauren BrockingtonDiana CorralSenior AccountantView Profile, Diana CorralSneha IyerLead Business Value And InsightsView Profile, Sneha Iyer