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
Dirk WierzbitzkiExecutive Board MemberView Profile, Dirk WierzbitzkiJoe BlancoFullbayView Profile, Joe BlancoClara PorrasDirector DesignView Profile, Clara Porras