Account Type*** *****Account Owner******** ********Account Opps/Deals****** ******Closed Won • Dec 24***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
Jessica MccreaSenior Development Manager Distinguished EventsView Profile, jessica mccreaAdri GarlandSolution Consultant D I P AView Profile, adri garlandGuy LevySubcontractor ManagerView Profile, guy levy