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
Neuberger BermanClient Advisory SpecialistMar 25 - PresentPrudential FinancialRetirement SpecialistMar 25 - PresentPgim InvestmentsRetirement SpecialistDec 16- Mar 25