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
Heather MesserClinical SpecialistView Profile, Heather MesserClaudia OlearyAdministrative AssistantView Profile, Claudia OlearyAlejandro ReynalPresident And CEOView Profile, Alejandro Reynal