Account Type******** ******Account Owner****** ********Account Opps/Deals******** ****Closed Won • Oct 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
Eric AndrewsManaging DirectorView Profile, eric andrewsAvleen KaurExecutive AssistantView Profile, avleen kaurAbigail CrosbyManaging DirectorView Profile, abigail crosby