Account Type***** ********Account Owner***** ******Account Opps/Deals****** *******Closed Won • Feb 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
Jakob GomezEmergency Medical TechnicianView Profile, Jakob GomezSimon MathisInternal ConsultantView Profile, Simon MathisJanice IndrutzExecutive AssistantView Profile, Janice Indrutz