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
CaptrustManager | Advice and WellnessMay 17 - PresentTransamericaRetirement Education Planning ConsultantFeb 96- Aug 15
Chad ReidlIT Applications DirectorView Profile, Chad ReidlMayrav Danor HofferAssociateView Profile, Mayrav Danor HofferStefanie WagnerSenior Manager ProkuristView Profile, Stefanie Wagner