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
Liz FarnellKey Account ManagerView Profile, Liz FarnellKatie MccleanVP Of Customer SuccessView Profile, Katie MccleanJack HateSenior Customer Success ManagerView Profile, Jack Hate