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