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
Peter MargolisSr Principal Curriculum DeveloperView Profile, Peter MargolisTapas KabiAssociate Director Technical ServicesView Profile, Tapas KabiJerome BitterliGlobal E Business ManagerView Profile, Jerome Bitterli