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
Joshua PruittClinical PharmacistView Profile, Joshua PruittAnand BanerjeeManaging DirectorView Profile, Anand BanerjeeAnca FloreaDigital ManagerView Profile, Anca Florea